Profile

Financial Advisor / Wealth Management

Finance

B2B Top of Virginia

B2B Vice President

I strive to help impact lives. While I was raised with a private school education, lived in a beautiful part of Baltimore and spent summers at Rehobeth Beach in Delaware, my parents did not save for retirement nor were they prepared for the long term illnesses that befell them. They worked hard raising me and my 2 siblings but did not have the proper guidance to invest in their own future and their last days. They ran out of money.

I have been a business owner for over 20 years. We use state of the art technology and platforms offering holistic advice for financial planning, retirement income, business planning, tax planning strategies, and portfolio analysis and review. I start the analysis with the transition strategy which ideally is 5 plus years out.

Services:
Exit planning services
Advisory services
Business valuations
Tax strategies
Financial protection tools
Retirement income planning
Employee retention strategies
Business continuation strategies

Ideal Customer:
Small business owners that are start ups, growing or mature
Women business owners
Dentists, attorneys, doctors, trades, consultants, IT business owners
Businesses looking for holistic advice - Cashflow, Protection, Wealth Management, Tax Mitigation Strategies
Businesses looking for employee education

Horizon Advisory Group

Financial Planner

1818 Library St, Suite 500

Reston

VA

20190

At Horizon Advisory Group, we provide the education, insight, and guidance to help you strategize a plan that will set you on the right path towards your dreams and goals. In doing so, we take the complex and make it simple, we focus on what matters to you, we create a judge-free zone, regardless of past mistakes, and design a plan tailor-made to meet your needs. After all, people are by our very nature custom made, so why should we be satisfied with anything that is one-size-fits-all?

Our straightforward, yet compassionate approach to building financial strategies focuses on you, your unique circumstances, your schedule, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions.

WHETHER YOU ARE PREPARING FOR A MILESTONE LIFE EVENT, SUCH AS RETIREMENT, THE SALE OF A BUSINESS, OR SIMPLY LOOKING FOR FINANCIAL PROTECTION FOR THE FUTURE, WE PROMISE TO OFFER RELIABLE ADVICE THAT WILL HELP ENSURE YOU GET ON COURSE TO ACHIEVING YOUR GOALS, AND STAY THE COURSE AS LIFE UNFOLDS.

Exit planning services
Advisory services
Business valuations
Tax strategies
Financial protection tools
Retirement income planning
Employee retention strategies
Business continuation strategies

Small business owners that are start ups, growing or mature
Women business owners
Dentists, attorneys, doctors, trades, consultants, IT company owners
Businesses looking for protection
Businesses looking for employee education

20-49

$1M-$15M