Horizon Investments 

Horizon’s goals-based strategies aim to help an investor avoid emotion-driven decisions and provide a balanced, yet flexible, structure for investors to navigate through various stages of investing including accumulate, preserve, and distribution of wealth to work towards the financial independence to live life on their terms.

What is goals-based investment management?

Having a goals-based approach can help position wealth to support the key financial goals and dreams
investors seek throughout life. We believe that this progression includes three distinct stages:
Growth, Prepare and Retire. 

Goals-Based Portfolio Strategies



Strategic Alliance | LPL Financial | Cadillac Wealth Advisors

Financial Advocates

Financial Advocates serves as a financial advisor’s primary ally through the transition, growth, and ongoing management of an independent practice. They provide client care, compliance, marketing, and business succession support to their partnered advisors. Financial Advocates’ experienced and diverse staff is able to effectively assist advisors in several key areas, removing the obstacles advisors encounter when managing an independent practice.

For more information about Financial Advocates, visit www.financialadvocates.com



Strategic Alliance | LPL Financial | Cadillac Wealth Advisors

LPL Financial

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2022); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

You are under no obligation to use the services of any of the entities shown and may choose any qualified professional to provide  services. These entities and their services are not affiliated with LPL Financial and Cadillac Wealth Advisors.