Local Expertise & Longevity Horizon Financial boasts 29 years of experience serving northern Michigan, indicating a deep understanding of the local market and client needs. This long-standing presence can be leveraged as a selling point to attract new clients seeking stability and local expertise.

Comprehensive Financial Services With a woman-owned business model, a CFP, and an MBA on staff, Horizon Financial offers comprehensive financial planning and wealth management services. This breadth of expertise can be highlighted to engage clients looking for a holistic approach to financial management.

High Client Retention & Referral Rate Achieving a 95% client retention rate speaks volumes about the satisfaction and trust clients have in Horizon Financial's services. This high retention rate can be emphasized to showcase the company's ability to build long-term relationships and generate referrals, opening avenues for organic growth.

Regulatory Expertise & Accreditation As a CERTIFIED FINANCIAL PLANNER™ Professional and Accredited Investment Fiduciary®, Horizon Financial demonstrates a commitment to regulatory compliance and high professional standards. This accreditation can serve as a mark of trustworthiness and expertise, attracting clients who value adherence to industry best practices.

Opportunity for Partnering with Technology Providers Horizon Financial utilizes advanced technologies like Varnish, Cloudflare CDN, and Webpack, indicating a focus on digital innovation. This technological infrastructure presents opportunities for collaboration with tech solution providers, positioning the company as forward-thinking and capable of offering innovative financial services.