Horizon’s director of investments, Owen Murray, contributed to a recent article for usnews.com. Author Wayne Duggan provides some important guidance in his article titled, Red Flags to Watch for When Choosing a Financial Advisor. Owen suggests that clients should be wary of any advisor who begins a conversation by discussing investment or insurance products. Rather, make sure your prospective advisor is carefully listening to your needs and goals. Investment or insurance products should be determined as part of a financial plan, not the other way around. Choosing an advisor is a very important step in planning for your future and this article can help you get started.
Horizon Advisors is a Houston based fee-only wealth management firm. Horizon is a fiduciary advisor. We specialize in helping successful individuals and families understand, organize, and manage their often complex financial situations. Horizon offers integrated financial planning and investment management services.