Welcome to Horizon Companies
Your trusted financial partner in Lakeland, TN for comprehensive wealth management and investment solutions
About Us
Your Strategic Financial Partner
Horizon Companies has been providing expert financial guidance and investment management services to clients in Lakeland and beyond. We pride ourselves on delivering personalized financial strategies that help our clients achieve their long-term financial goals and secure their financial future.
Investment Management
Comprehensive portfolio management and investment strategies tailored to your financial objectives
Wealth Planning
Strategic wealth accumulation and preservation plans designed for your unique financial situation
Risk Management
Advanced risk assessment and mitigation strategies to protect your financial assets
Retirement Solutions
Comprehensive retirement planning to ensure financial security in your golden years
Satisfied Clients
Million Assets Managed
Years of Experience
Client Retention Rate
Our Services
Comprehensive financial solutions for your wealth management needs
Investment Management
Professional portfolio management and investment strategies tailored to your risk tolerance and financial goals
Wealth Planning
Strategic financial planning to build, preserve, and transfer wealth across generations
Risk Management
Comprehensive risk assessment and insurance solutions to protect your financial future
Retirement Planning
Customized retirement strategies to ensure financial security and maintain your lifestyle
Estate Planning
Strategic estate planning to preserve and transfer your legacy to future generations
Tax Optimization
Advanced tax planning strategies to minimize liabilities and maximize your after-tax returns
Why Choose Horizon Companies
Discover what makes us your trusted financial partner
Your Strategic Financial Advantage
At Horizon Companies, we combine deep financial expertise with personalized service to help you navigate complex financial markets. Our comprehensive approach ensures every aspect of your financial life works in harmony toward your goals.
Client-Focused Philosophy
We believe in building long-term relationships based on trust, transparency, and exceptional service. Your financial success is our primary objective, and we're committed to helping you achieve it.
- Personalized financial strategies
- Transparent fee structure
- Regular performance reviews and adjustments
Frequently Asked Questions
Have questions about our financial services? We've compiled answers to some of our most common inquiries below. If you don't find what you're looking for, please contact us directly.
1. What types of clients do you work with?
We serve a diverse range of clients including individuals, families, business owners, and professionals at various stages of their financial journey, from wealth accumulation to retirement planning.
2. How are your fees structured?
We offer transparent fee structures including asset-based management fees, flat-rate financial planning fees, and hourly consulting rates. We'll discuss all fees upfront and provide a clear breakdown before you commit.
3. What is your investment philosophy?
We believe in evidence-based investing, diversification, and long-term strategic planning. Our approach focuses on managing risk while seeking consistent returns aligned with your financial objectives.
4. How often will we review my portfolio?
We conduct formal portfolio reviews quarterly and provide regular performance updates. However, we're available for consultations whenever market conditions or your personal circumstances change.
5. Do you provide tax planning services?
Yes, tax efficiency is integrated into all our investment and financial planning strategies. We work to minimize your tax liabilities while maximizing your after-tax returns.
Our Team
Meet the experienced financial professionals at Horizon Companies
Robert Harrison
Managing DirectorWith over 20 years in financial services, Robert leads our strategic vision and client relationship management
Jennifer Mitchell
Senior Financial AdvisorJennifer specializes in investment strategy and retirement planning with 15 years of industry experience
Michael Reynolds
Wealth Management DirectorMichael focuses on comprehensive wealth management strategies for high-net-worth individuals and families
Start Your Financial Journey Today
Contact Horizon Companies at 10206 Herons Landing Cove in Lakeland, TN to schedule your confidential financial consultation. Let us help you build a secure financial future.
Client Testimonials
Don't just take our word for it - hear what our valued clients have to say about their experiences with Horizon Companies.
James Anderson
Business Owner
Horizon Companies has transformed my approach to wealth management. Their strategic advice helped me secure my retirement while growing my business assets. The personalized service and attention to detail are exceptional.
Sarah Martinez
Retired Executive
Working with Horizon Companies gave me the confidence to retire early. Their comprehensive retirement planning and investment management have provided financial security I never thought possible. They truly understand long-term wealth preservation.
Maira Thompson
Medical Professional
The team at Horizon Companies created a sophisticated investment strategy that aligned perfectly with my risk tolerance and financial goals. Their proactive approach and regular communication give me complete peace of mind about my financial future.