Our holistic analysis starts with your dreams and values before we dive into numbers. We create an exit strategy from your practice, whether it’s 2 years down the road or 20, and look at retirement income, practice planning, tax planning, and a review of your portfolio, all through the lens of your financial goals for your practice and beyond.
We conduct a multi-point analysis of your dental practice and personal finances and present a plan with recommendations. You choose the direction you want to go and we work together to make it happen.
Stephanie has made it her mission to educate people on the importance of planning for their dreams. After watching her parents struggle in their retirement because they didn’t get the right advice or planning, she has dedicated herself to helping dental practice owners. By defining your long-term goals, Stephanie and her team at Horizon Advisory Group help to guide financial decisions that allow you to focus on your career passions.
Securities and advisory services offered through Commonwealth Financial Network ®, www.finra.org / www.sipc.org , a registered investment adviser. fixed insurance products and services offered through CES Insurance Agency or Horizon Advisory Group, llc. This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, GA, IA, IN, MD, MI, MN, NC, NY, SC, TX, VA. no offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.