Welcome To Horizon Financial Services
Since 1963 Horizon Financial Services has specialized in building, maintaining and protecting your financial well-being, and that of your family.
By gaining a deep understanding of your needs and priorities that matter most, we help solve the important financial issues you face in meeting those needs.
Since its roots in 1963 our business has evolved to provide financial services to those who expect quality advice, and attentive, thoughtful, professional service.
Our commitment to insuring these outcomes has resulted in nearly 90% of our business coming from referrals from satisfied clients and professional networks.
We are privately owned, operate as fee-based or commission-based at your discretion, and provide the following services:
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser, PO Box 64284, St. Paul, MN 55164 (800)800-2638. Horizon Financial Services, LLC, and Woodbury Financial Services, Inc., are not affiliated entities.
Newsletters
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?