Every Journey Starts with a Beginning...
Take the First Step to Financial Confidence
Before we commit to working as a team, we must figure out if we are the right fit for each other!
The Horizon Advisers Journey:
Introduction
Schedule a 15-minute phone call. This will give both of us the chance to briefly discuss your situation and see where you are in your financial journey. There will be a few pieces of crucial information requested from you to continue on to the next step.
First Meeting
Schedule an appointment to meet us at one of our various office locations or hold a Zoom meeting via technology. During this appointment, we will get to know you, discuss the specifics about your situation and start forming a plan.
Plan Creation
Your professional team will begin to formulate a strategic plan that guides you towards financial confidence, following our diagnosis and analysis. If no further information is necessary, your professional team will reach out to schedule the second meeting.
Second Meeting
We will sit for another meeting, either face-to-face or via Zoom. In this meeting, we will review your financial plan, answer any specific questions you had during our journey, discuss any further recommendations we have, and explain next steps.
Your Decision
At the end of the second meeting, it's now up to you to decide. We will ask if you want to continue this journey with us or if you need some time to think about it.
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Begin Your Journey
Every journey starts with a beginning...
It is an absolute honor to be working with you and your family. Our passion is for you to be educated, comfortable and relieved throughout our journey together. We are so excited to get started!
Planning Ahead for Your Future
Requires forward-thinking, objective advice — not a sales pitch.
At Horizon Advisers, we believe sound financial strategies begin with the end in mind.
From buying a home to running a business, we can help you make the most out of every stage of life with proactive guidance and insight into the most effective ways to maximize your wealth and secure the futures of both you and your family for years to come.
Our Locations
Troy (Headquarters)
5455 Corporate Drive, Suite 306
Troy, MI 48098
(248) 265-6662
Farmington
34034 Eight Mile Road, Suite 102
Farmington Hills, MI 48335
(248) 473-0030
Plymouth
757 S. Main Street
Plymouth, MI 48170
(248) 265-6662
Southfield
18444 W. 10 Mile Road Suite 104
Southfield, MI 48075
(248) 265-6662
Flint
5206 Gateway Center #200
Flint, MI 48507
(248) 265-6662
Wixom
28345 Beck Rd., Suite 302,
Wixom, MI 48393
(248) 308-3769
Ann Arbor
2723 South State Street suite 150
Ann Arbor, MI 48170
(248) 265-6662
Prefer email?
Contact us today at info@horizonadviser.com.