Broker Check

Take the First Step to Financial Confidence

Before we commit to working as a team, we must figure out if we are the right fit for each other!

Schedule an Appointment

Introduction

Introduction

Schedule a 15-minute phone call. This will give both of us the chance to briefly discuss your situation and see where you are in your financial journey. There will be a few pieces of crucial information requested from you to continue on to the next step.

First Meeting

First Meeting

Schedule an appointment to meet us at one of our various office locations or hold a Zoom meeting via technology. During this appointment, we will get to know you, discuss the specifics about your situation and start forming a plan.

Plan Creation

Plan Creation

Your professional team will begin to formulate a strategic plan that guides you towards financial confidence, following our diagnosis and analysis. If no further information is necessary, your professional team will reach out to schedule the second meeting.

Second Meeting

Second Meeting

We will sit for another meeting, either face-to-face or via Zoom. In this meeting, we will review your financial plan, answer any specific questions you had during our journey, discuss any further recommendations we have, and explain next steps.

Your Decision

Your Decision

At the end of the second meeting, it's now up to you to decide. We will ask if you want to continue this journey with us or if you need some time to think about it.

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Planning Ahead for Your Future

Requires forward-thinking, objective advice — not a sales pitch.

At Horizon Advisers, we believe sound financial strategies begin with the end in mind.

From buying a home to running a business, we can help you make the most out of every stage of life with proactive guidance and insight into the most effective ways to maximize your wealth and secure the futures of both you and your family for years to come.

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Our Locations

Troy (Headquarters)

5455 Corporate Drive, Suite 306
Troy, MI 48098
(248) 265-6662

Farmington

34034 Eight Mile Road, Suite 102
Farmington Hills, MI 48335
(248) 473-0030

Plymouth

757 S. Main Street
Plymouth, MI 48170
(248) 265-6662

Southfield

18444 W. 10 Mile Road Suite 104
Southfield, MI 48075
(248) 265-6662

Flint

5206 Gateway Center #200
Flint, MI 48507
(248) 265-6662

Wixom

28345 Beck Rd., Suite 302,
Wixom, MI 48393
(248) 308-3769

Ann Arbor

2723 South State Street suite 150
Ann Arbor, MI 48170
(248) 265-6662

Prefer email? 

Contact us today at info@horizonadviser.com.