Horizon Advisors

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Financial Planning Consultants, Accounting Services, Bookkeeping

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(713) 748-7000Call Visit WebsiteVisit Website Map & DirectionsDirections5851 San Felipe St Ste 700Houston, TX 77057 Write a ReviewWrite Review

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Neighborhoods: Westside, Great Uptown
AKA: Horizon Advisors Llc
Other Link: http://www.horizon-advisors.com
Categories: Financial Planning Consultants, Accounting Services, Bookkeeping, Business Coaches & Consultants, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (713) 748-7000

Address: 5851 San Felipe St Ste 700, Houston, TX 77057

Website: http://www.horizon-advisors.com

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Horizon Advisors

Tax Planning
In addition to investment management and financial planning, we provide counsel and assistance with income tax planning, estate planning, insurance planning, education planning and other requested services. Click here to view our services.
Charitable Giving
Estate Taxes
Tax Services
We work closely with our partner CPA firm, Maddox, Thomson & Associates or your personal CPA, to help simplify and streamline your involvement in the tax preparation process. For our clients who are also clients of Maddox, Thomson & Associates, we coordinate in the delivery of tax services, including the preparation of your annual returns and the calculation of quarterly estimated tax payments.
Roth IRA
IRAs vs Roth IRAs – What’s the Difference? This is the second of three posts in our “IRA Updates for 2020” blog series which covers recent developments and ongoing strategies for making the most of your tax-deferred savings. In this post, we will break down the different types of IRAs … Read more »
Tax Deductions
Income Tax
Larry’s professional career began at national CPA firm Peat Marwick Mitchell & Co. followed by Deloitte & Touche. In 1981, Larry formed his own CPA firm and in 1985, Joe Thomson joined him to create Maddox Thomson & Associates, P.C., which continues to assist clients with compliance and advice on personal and business income tax matters.

Investment Management
Owen began his investment career with Beutel, Goodman Capital Management where he served as a Portfolio Analyst specializing in tax-sensitive portfolio management. He then joined Roxbury Capital Management as an Assistant Portfolio Manager where his principal duties included the management of individual client accounts and research support for the firm’s Core Equity Income portfolio.
Mutual Funds
We follow an institutional investment management approach. We are long-term investors, so our portfolios of mutual funds and ETFs are built with the future in mind. Once we have determined an appropriate investment policy, specific to each of our clients, we stick to the policy, with regular rebalancing to stay within our mutually agreed risk tolerance.
Wealth Management
In order to create and maintain a comprehensive wealth management plan for our clients, we must continuously work to understand, organize, and manage their wealth. This ongoing effort is required to assure that financial goals are realized.

Accounting Services
Payroll Services
Cash Flow Analysis

Financial Planning
This is the final post in our Financial Fragmentation blog series. To view the previous post in this series, please see here. Reviewing your financial plans and goals on a regular basis is especially important for successful financial planning. To finish our Financial Fragmentation blog series, we would like to … Read more »
Retirement Planning
Congress has managed to pass a significant piece of legislation affecting retirement planning and it is known as the Setting Every Community Up for Retirement Enhancement or SECURE Act for short. There are a number of new provisions in the act, but the three that seem most important to our … Read more »
Gifting Strategies
In its simplest form, estate planning requires wills, necessary medical powers, and powers of attorney. From there, depending on your objectives, it can include various types of sophisticated gifting strategies involving trusts and other entities. We review your current estate plan and work with you to make sure that plan properly expresses your wishes. In the event that changes are desired, we work closely with you and your attorney to craft a plan to achieve your objectives. Our involvement in this process simplifies estate planning for you and allows us a greater understanding of your plans so that we can advise you as laws change or your circumstances change in the future.
College Funding
With education planning, we conduct an analysis to project the expected costs of education from primary school through higher education. Within the context of your financial plan and circumstances, we help you develop a strategy to effectively prepare for these costs. Finally, we help you select the most effective savings vehicle which may include a 529 college savings plan, a trust for your child, or a Uniform Transfer to Minors Act (UTMA) account.

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