Privately Held Business Owners

You’ve paid the cost to be the boss. You look out for your business, your team, and your clients with relentless attention to detail. It’s not just your business, it is a part of who you are. Whether you are a new partner joining a practice, a longstanding partner or business owner, or are the proud solopreneur, your business ownership touches every aspect of your finances.

We can help you answer these and more:

I just bought into a law/medical/consulting practice, what changes?

I hired my first employee, what changes?

How can I structure benefits to help my employees without emptying my wallet?

What’s the best retirement plan for me?

How do I figure out an exit strategy?

At Horizon Financial Planning, we are business owners too, not only can we help you with these questions, we have our own experience with many of them.