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Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Investment Management Planning*
Income Tax Planning and Preparation
Retirement and Distribution Planning
Estate/Legacy Planning
Family Risk Managment Planning — Insurance
Long-Term-Care Insurance
Annuities*
Education planning
Cash Flow and Debt Management Planning
Special Situation Planning - Weddings, Travel, Inheritance, Special Purchases


Horizon Financial and Tax Strategies, Inc.
Certified Financial Planners and Certified Public Accountants



*These services are offered by Horizon Financial and Tax Services, Karen K. Demgen, CPA, through her affiliation with H.D.Vest Investment ServicesSM and H.D.Vest Advisory ServicesSM.  Horizon Financial and Tax Strategies, Inc. is not a registered brokerage/dealer or registered investment advisory firm.