Stay informed about your
Stay informed about your financial health
Outlook 2023: Finding Balance
Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance.
Year-End Tax Planning Tips
You may be able to reduce your tax liability if you consider adopting these tax strategies before year’s end.
The Importance of Aligning Your Financial Plan with Your Personal Goals
Personal values play an essential role in many aspects of our lives and have become more prominent recently in how we think about and manage our finances.
Work with Certified Industry Professional
Jerrí Hewett Miller CFP®, RICP, BFA
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Are you seeking the confidence to move forward?
Schedule some time with us to talk and see if we’re a good fit for each other.
WEALTH HORIZON INC.
Office: (770) 840-8440
2750 Peachtree Industrial Blvd, Suite B
Duluth, GA 30097
Securities offered through LPL Financial, Member of the FINRA/SIPC. Advisory services offered through IFG Advisory, LLC., a Registered Investment Advisor. IFG Advisory, Integrated Financial Group, and Wealth Horizon, Inc. are separate entities from LPL Financial.
FIVE STAR Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014-2019 Five Star Wealth Managers.
Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of January 2018, of the 848 considered for the Women’s Choice Award, 145 were named Women’s Choice Award Financial Advisors/Firms. The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success.
The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states:
AL, CO, FL, GA, IN, KY, MD, MI, NC, OH, RI, SC, TN, TX, VA.