Horizon 2k Financial Planning

In a fiduciary relationship, there is an ethical and moral obligation when a client entrusts someone for advice and guidance and that responsibility should not be taken lightly. So, let’s address this right upfront. As a CPA and a PFS (Personal Financial Specialist), I’ve been conducting my client interactions as a fiduciary for over 40 years. (It’s the only way I know how to conduct business with my clients). My clients’ best interests have always come first, and new clients will see that for themselves in a first meeting. All aspects of my discovery process, recommendations and thorough communication are directed to ensure clients are comfortable with the transparency of our relationship.