Planning for a Life
Well-Lived

What’s on your horizon?

Communication and trust are at the heart of everything we do. Whether you’re looking for experienced guidance planning your own personal ‘wealth horizon’ or need skilled counsel navigating critical life events like retirement, divorce, or loss of a spouse, together we create a personalized path forward. When you work with us, you receive personal, comprehensive financial planning and investment advice.

Come in and talk with us. We’re listening.

“Real wealth is having time and energy to focus on the relationships that enrich your life.”

-Jerrí Hewett Miller

Share Your Journey

Sharing your journey is what drives us. We love what we do, and we want our relationship to grow over time. By using the Seven-Step Process, we construct personalized investment portfolios, combining low-cost, risk-efficient strategies to help you work towards reaching your goals.

Seek Success with our 7-Step Process

We know financial planning and money management can feel overwhelming. We calm your nerves and increase your confidence through our simple 7-Step Process. To begin, we offer you a free consultation appointment so we can make sure this relationship is right for you and our firm.

We schedule time together in order to understand your values, attitudes toward money, investment experience, and comfort level with the ups and downs of investing.

We gather the information we need from you and prioritize your goals.

We analyze your information and evaluate your probability of reaching your goals based on your current financial position, time horizon, and risk tolerance.

We develop your financial plan after considering potential courses of action.

We present our selected recommendations and the information considered when developing our recommendation.

We agree on the path to address your financial goals.

We benchmark your progress toward those financial goals and refine along the way as your needs and circumstances change.

Our Services

Comprehensive Financial Planning

Utilizing our 100 Point Checklist and developing your Personal Wealth Management Website, we track your progress and make appropriate adjustments along the way.

Retirement Planning

We have refined a dynamic process that increases your probability of success in retirement and provides you a clear and concise income distribution plan.

Estate Planning

We help you preserve your wealth and values and pass them on to future generations.

Long Term Care Planning

We consider various ways to fund these unexpected expenses.

ESG Investing

ESG stands for Environmental, Social, and Governance. This investment strategy seeks positive returns with companies that have a proven long-term positive impact on society, the environment, and the company’s relationships with customers, employees, and other stakeholders.

Tax Efficient Investing

Our philosophy is based on “It’s not what you make, but what you keep.” While we can’t eliminate taxes, we can use strategies as appropriate to manage the tax liability.

Comprehensive Financial Planning

Utilizing our 100 Point Checklist and developing your Personal Wealth Management Website, we track your progress and make appropriate adjustments along the way.

Retirement Planning

We have refined a dynamic process that increases your probability of success in retirement and provides you a clear and concise income distribution plan.

Estate Planning

We help you preserve your wealth and values and pass them on to future generations.

Long Term Care Planning

We consider various ways to fund these unexpected expenses.

ESG Investing

ESG stands for Environmental, Social, and Governance. This investment strategy seeks positive returns with companies that have a proven long-term positive impact on society, the environment, and the company’s relationships with customers, employees, and other stakeholders.

Tax Efficient Investing

Our philosophy is based on “It’s not what you make, but what you keep.” While we can’t eliminate taxes, we can use strategies as appropriate to manage the tax liability.

Complete Cost Transparency

We want you to have a clear understanding of the cost of our services from the start. We will identify and disclose all expenses associated with our process and recommendations.

Annualized Asset Management Costs

$250,000 – $499,999 1.25%
$500,000 – $999,999 1.1%
$1,000,000 – $1,999,999 1.0%
$2,000,000 – $4,999,999 0.9%
$5,000,000 – $7,999,999 0.8%
$8,000,000 – $9,999,999 0.7%
$10,000,000 + 0.6%

Becoming A Client

When we take on a new client, we expect to maintain a close and communicative relationship that lasts for decades. As a small, family-owned business we want to be certain that the clients we bring on board are a great match for our team – just as you want to be certain that the professional you choose is the appropriate advisor for you and your family.

Our clients are kind, disciplined and fun to be with. They are long-term, goal-oriented investors who value the ongoing guidance of an objective professional. At Wealth Horizon, we work with clients who have investable assets of $500,000 or more. By limiting the number of clients we take on, we are able to fulfill our commitment to providing proactive, attentive service.

Work with Certified Industry Professional

Jerrí Hewett Miller

 

As Seen In


As Seen In

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.

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.