Horizon Financial Services, LLC

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Horizon Financial Services, LLC Offering customized and strategic comprehensive financial planning services to clients throughout the triad of North Carolina.

As an independent fiduciary advisory firm, we are focused on transparency and putting your best interests first while providing you with in-depth and comprehensive financial planning guidance.

Every retirement plan starts with a reason.For some, it’s the desire to leave a meaningful legacy.For others, it’s the g...
10/22/2026

Every retirement plan starts with a reason.
For some, it’s the desire to leave a meaningful legacy.
For others, it’s the goal of stepping away from work on their own terms.

Whatever drives you, a thoughtful plan can help align today’s decisions with tomorrow’s goals.
What motivates you to plan for retirement?

Your business has grown. Has your retirement strategy kept pace?The contribution that worked when you first opened your ...
10/20/2026

Your business has grown. Has your retirement strategy kept pace?

The contribution that worked when you first opened your doors may deserve another look today. As profits change, so can your savings capacity, tax considerations, and retirement plan options.

Our latest article explores how to give your personal future the same deliberate attention you give your business: https://loom.ly/c0Qf2Io

Retirement may be closer than you think.If you're planning to retire in the next 5 to 15 years, now is the time to make ...
10/17/2026

Retirement may be closer than you think.

If you're planning to retire in the next 5 to 15 years, now is the time to make sure your financial plan is ready for what's ahead.

Our free Retirement Readiness Quiz is designed to help you evaluate where you stand today and help you better understand your current retirement readiness.

Ask yourself:
✔️ Will my savings support the lifestyle I want?
✔️ Do I have a plan for generating retirement income?
✔️ Am I prepared for healthcare costs and inflation?
✔️ Could I be overlooking opportunities to improve my plan?

It only takes a few minutes to gain valuable insight into your retirement readiness.

Take the quiz today.

🔗 horizonfs.com/retirement-readiness-quiz



This quiz is for educational purposes only and is not intended as investment, tax, or legal advice.

You know how much you’ve saved. But do you know how much choice those savings could give you?A lighter schedule, more fa...
10/16/2026

You know how much you’ve saved. But do you know how much choice those savings could give you?

A lighter schedule, more family time, or an earlier retirement may deserve a closer look. Understanding financial stability, security, and independence can help you assess what your money could make possible.

Read our latest article to explore what financial freedom means for you: https://loom.ly/G26m91c

When was the last time your financial planner asked for your tax return?Tax planning and financial planning are closely ...
10/08/2026

When was the last time your financial planner asked for your tax return?

Tax planning and financial planning are closely connected, but they are often handled in isolation. Without reviewing your tax return, it is difficult to fully understand things like income structure, tax efficiency, realized gains, and opportunities that may impact your long-term plan.

At Horizon Financial Services, planning conversations are informed by the full picture, not just account balances. Call us today to schedule your consultation: (336) 659-7060.

The Federal Reserve (Fed) concluded its September policy meeting, increasing rates for the first time since 2023. Swipe ...
10/05/2026

The Federal Reserve (Fed) concluded its September policy meeting, increasing rates for the first time since 2023. Swipe through for an overview of the key takeaways from the meeting and the Fed’s current economic outlook.

We are keeping a close eye on economic data and policy developments as they unfold. As always, if you would like to talk through your portfolio or investment strategy, please don't hesitate to call us.

Nearing retirement? It’s the perfect time to take a closer look at the details that shape your overall plan.✅ Review you...
10/02/2026

Nearing retirement? It’s the perfect time to take a closer look at the details that shape your overall plan.

✅ Review your employee benefits. Understand how your deferred income benefit, pension, or employer retirement plans fit into your income strategy.
✅ Evaluate your 401(k) options. Know whether a Roth or Traditional contribution aligns better with your current and future tax situation.
✅ Check your beneficiaries. If no one is listed, your assets could move through probate, something most families want to avoid.

Small updates today can create clarity and confidence for tomorrow. We're here to help. Call to schedule your free consultation: 336-659-7060.

“I’ll invest when the market pulls back.”It sounds like a strategy. But what if the market climbs 20% before it falls 10...
09/30/2026

“I’ll invest when the market pulls back.”

It sounds like a strategy. But what if the market climbs 20% before it falls 10%?

You got the pullback you were waiting for, but you’re still investing at a higher price.

That’s one of the challenges with trying to time the market. You don't just have to predict **what** will happen. You also have to get the timing right.

In our latest article, we look at why an all-time market high may tell you less than you think, and the questions that may matter more when deciding what to do with cash.

🔗 Read more: https://loom.ly/O9P6IVM

*Investing involves risk, including the potential loss of principal. This content is for informational purposes only and is not intended as personalized investment advice.*

A little financial insight, delivered right to your inbox. 📬Join the Horizon Financial Services newsletter for helpful p...
09/28/2026

A little financial insight, delivered right to your inbox. 📬

Join the Horizon Financial Services newsletter for helpful perspectives on retirement planning, investing, Social Security, taxes, estate planning and other financial decisions that may matter to you and your family.

No need to keep checking back. We’ll bring our latest insights to you.

📩 Join our newsletter: https://loom.ly/eZrJ6W4

Your will may be up to date. But what about the beneficiary you named on your 401(k) 15 years ago?An estate plan is more...
09/24/2026

Your will may be up to date. But what about the beneficiary you named on your 401(k) 15 years ago?

An estate plan is more than a will or trust. Retirement accounts, life insurance, account ownership, powers of attorney, health care directives and beneficiary designations can all play a role in how your wishes are carried out.

Marriage. Divorce. A new grandchild. A move. A major financial change. Or simply several years passing.

They can all be good reasons to take another look.

Our latest article covers what to review, when to review it, and how your financial advisor can work alongside your estate-planning attorney.

🔗 Read the full article: https://loom.ly/zd9Z17s

Address

3880 Vest Mill Road, Suite 100
Winston-Salem, NC
27103

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4pm

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