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Welcome To Horton Financial Plaining
We Exist To Be A Partner, To Walk Alongside You Through Any Financial Journey
We’re here to guide and support you every step of the way, providing trusted financial solutions tailored to your needs.
Reliability
We do what we say we're going to do, the first time.
The Heart of a Teacher
This is at the core of everything we do.
A Partner, Not a Boss
Too often investment advisors "tell" their clients what to do.
About Company
Discover Who We Are!
I'm a Jacksonville native and have a deep passion for my family, the local church, and my business, Horton Financial Planning. I'm proud to partner with Ramsey Solutions as one of their SmartVestor Pros serving multiple territories in the North Florida region.
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I currently live on the west side of Jacksonville with my beautiful wife Crystal, our wonderful daughter, and our actual first born, our three year old Aussie Doodle.
Our Services
Your Financial Goals Are Our Top Priority
How We Work
What is our Process?
Our first step is always getting to know you and your needs. Every situation is a little different. Someone may be looking for someone to manage their investments, while someone may be looking for someone to help organize their investment accounts. One person may be more concerned about how they can travel to their bucket list destinations, while someone is wondering how they can leave as much to their grandkids as possible. There are no wrong answers! Our first meeting is fully focused on getting to know about you, and what's most important to you.
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Once we've established what matters to you, then we can do some prep work. This may look like creating a custom investment portfolio for your specific needs, or it could look like creating a game plan to get you from where you are, to where you want to go.
Once we've sat and gone over our game plan, the third stage is implementation. Except on rare and specific occasion, you won't pay us a dime until we get to the implementation stage.
Getting to Retirement is Only Half the Battle
Managing your investments on the way to retirement is incredibly important, but what about after that? Distribution strategies, qualified charitable distributions, required minimum distributions, and so much more are integral to keeping as much of your hard earned money as possible. That's why we put a strong focus on not just helping you get to retirement, but through it also.