Horizon Planning Employee Directory
Financial ServicesCalifornia, United States11-50 Employees
Horizon Planning is a small to mid-sized financial services firm based in San Diego, California, offering financial planning and tax advisory services. It pursues a holistic approach that integrates investment considerations into a single, coherent plan for clients. The firm's target market consists of individuals seeking integrated planning and tax guidance to manage their finances more effectively. Positioned within the financial services industry, Horizon Planning focuses on delivering coordinated guidance that addresses each client's distinctive financial situation.