Special Needs Planning involves many layers, one of which is managing the finances of those with special needs. A guardian of the estate, power of attorney for financial management, or trustee of a special needs...
Innocence is a precious trait. Found in young children untainted by the world’s influence, childhood innocence is a reminder of ambitions, life goals, and imagination. When we age and interact with the world, we form...
Special Needs planning can be an intense process that requires the coordination of multiple individuals to work together. In many cases the ‘Special Needs Team’ is considered to be family, friends, the special needs counselor,...
Horizon Ridge Wealth Management is a holistic wealth management firm. We focus on helping our clients invest wisely and plan for life events such as retirement, divorce, senior care, and much more. It is our belief that financial planning is more than just numbers, it is your roadmap through each stage of life.
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Individual results may vary. There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset Allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.
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