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Custom solutions

FINANCIAL SERVICES FOCUSED ON YOU

Retirement Income

Stable, predictable, guaranteed income in retirement is the cornerstone of your financial security. We always design the plan for your needs.

Life

Insurance

Protection, tax benefits, income, living benefits. Life insurance is flexible for all stages of your life. See the impact of the right plan.

Estate Planning

Protecting assets, avoiding probate, and preserving your legacy. Comprehensive planning with the right tools makes all the difference.

Debt Elimination

Living debt free every day.  Put debt elimination on auto pilot with our unique program and build wealth for your family.

our mission

live life on your terms

Creating your most amazing future can be intimidating.  The information is out there, if you look you can find it.  But what do you do with it?   How do you make it meaningful to you?  All the noise can be confusing, but financial planning doesn’t have to be complicated.  What we do is help people solve complex financial challenges so they can experience a life of joy and significance. Our job is to help you interpret all the information out there and guide you toward what is important to you, your goals, priorities, and dreams.  We design planning that is personal to you.

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financial roadmap

planning for a lifetime of little moments

You can’t get where you’re going without a map and good directions. Sometimes you need a guide to navigate the territory. We listen to you express your goals, priorities, and dreams. We want to understand what is important to you. Then we design a written retirement income plan to put you on the path to your life of joy and significance.

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Here's how we stand out

Our commitment

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A Personal Relationship

We take the time to truly understand your needs and goals, fostering a personal relationship that ensures you receive customized advice. At Horizon Pacific, you're never just a number; you're a valued client, and we're here to guide you every step of the way.

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Sensible

Solutions

We believe in offering practical, holistic financial solutions that make sense for your life. Our approach is straightforward and transparent, ensuring you can make informed decisions with confidence, knowing you're on the right path to financial security.

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Exceptional

Service

We're committed to providing exceptional service that goes above and beyond. From our first conversation to every interaction that follows, we strive to exceed your expectations, delivering the support and expertise you need to achieve your financial goals.

Our Process

The Horizon Difference

1. Getting Acquainted

Let’s start by getting to know each other.  We want to understand who you are, your dreams, what’s important to you, and how we can help.

2. Discovery & Agreement

Next, we will dive into your current financial situation to understand where you are, discuss goals and dreams, and if our values align, agree to work together.

3. Solution Presentation

We create a written retirement income plan customized to your needs and priorities so you know you are on the right course to reach your goals.

4. Implementation

Using our tools, resources, and relationships we will put your personalized plan to work for you.



5. On-going Support

Once you’re on board, we will stay connected with regular emails, calls and annual reviews.  When your situation changes we will be there to help.

Our 'Why' is personal.

In 2023 at age 55, I was diagnosed with colorectal cancer.  I was suddenly confronted with serious life choices.  Decisions had to be made about treatment, planning for the worst possible outcomes, and making sure my family was taken care of.  It was a deeply emotional time during those first few months.  Subsequent treatment gave me the best possible outcome, although I will continually be on guard for cancer’s return.


This experience put what I do in very specific relief. I understood on a completely different level, from a personal perspective, how important what I do is for people. It created within me an intense desire to help people create an abundant financial plan for their life and their families. I realize now that money may not be the most important thing in life, but it affects everything that is.

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