We help Medical, Nursing, and Business Owner communities build lives they love.

If you want to become work optional before retirement age, you’re in the right place.

As Seen In

Which one of these sounds like you?

We’ve helped people who work at these places (and more) get closer to achieving their dreams.

West Jefferson Medical Center

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LCMC Health

Microsoft

Ochsner Health

Procore

Tulane University

Clarity + Conviction = Calm

Our Services

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Debt & Line of Credit Analysis and Recommendations

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Charitable Giving

Legacy Planning

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Insurance Review & Recommendations

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Financial planning doesn’t have to be complicated. Schedule a meeting today to see how Horizon Financial Planning can deliver you a comprehensive financial plan tailored to you. Life happens, always be prepared for what’s next on the horizon.

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