We are as concerned for your health as we are about keeping your money safe!
Our office is cleaned thoroughly after every appointment...
Just let us know if we can provide you with a personal mask and hand sanitizer.
Our office is cleaned thoroughly after every appointment...
Just let us know if we can provide you with a personal mask and hand sanitizer.
About Us |
About Blue Horizon
Blue Horizon Financial & Insurance Services offers clients a competitive approach to their insurance and retirement needs. This can only be achieved by aligning our clients with top rated insurance companies and financial institutions. through our affiliate companies, Blue Horizon is able to offer an array of products and services to individuals, families, and businesses.
As a Broker, having access to a variety of services, Blue Horizon Financial & Insurance Services provides its clients the ability to choose the best possible outcome best suited for the client needs, offering great services at competitive rates.
As a Broker, having access to a variety of services, Blue Horizon Financial & Insurance Services provides its clients the ability to choose the best possible outcome best suited for the client needs, offering great services at competitive rates.
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Business planning & small to large group business
Medical, Dental, and Vision With more employee benefit options available to large employers than ever before, our small to large Group Benefits Consulting partners assist our clients in recommending just the right combination of benefits that enhance employees’ well-being and an employer’s bottom line.
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Business & Individual Tax Solutions.
Preparing your own tax return can be extremely difficult with today's complex tax code and may often leave you with more questions than answers.
These days, the majority of people and small businesses use a professional tax preparer to assist with the preparation of taxes. Even if you are just filing a simple return, the rules may change from year to year and it is easy to overlook these changes and submit an incorrect return. By doing your taxes yourself, you may also end up overlooking deductions and credits.
Through our partnership with Redeemed Busines and Tax Services www.getredeemednow.com, we have the expertise that is needed to help you file your returns while also helping you to minimize your tax liability with careful planning.
Our tax preparation services include:
These days, the majority of people and small businesses use a professional tax preparer to assist with the preparation of taxes. Even if you are just filing a simple return, the rules may change from year to year and it is easy to overlook these changes and submit an incorrect return. By doing your taxes yourself, you may also end up overlooking deductions and credits.
Through our partnership with Redeemed Busines and Tax Services www.getredeemednow.com, we have the expertise that is needed to help you file your returns while also helping you to minimize your tax liability with careful planning.
Our tax preparation services include:
- Individual Tax Preparation
- Business Tax Return Preparation
- Partnerships, Corporation, and Non-Profits Organizations
- Out-of-State Returns
- Business Start-Ups
We Love To Meet New People!
