EMBRACE THE
JOURNEY AHEAD
Whether you’re saving for a joyful retirement, seeking to generate passive income or working to protect your hard-earned assets, we’re here to help. Our dedicated team of professionals will work with you to craft a personalized financial roadmap tailored to your goals, risk tolerance and timeline.
EMBRACE THE
JOURNEY AHEAD
Whether you’re saving for a joyful retirement, seeking to generate passive income or working to protect your hard-earned assets, we’re here to help. Our dedicated team of professionals will work with you to craft a personalized financial roadmap tailored to your goals, risk tolerance and timeline.
Find Your Advisor
Our experienced advisors are ready to guide you towards your financial goals. Find out more about them here.
What We Offer
Retirement planning, tax planning, wealth management and more. You’ve got questions, and we’re happy to help!
Find Your Advisor
Our experienced advisors are ready to guide you towards your financial goals. Find out more about them here.
What We Offer
Retirement planning, tax planning, wealth management and more. You’ve got questions, and we’re happy to help!
Drop Us a Line
Fill out the form and we’ll be in touch. We also have alternative ways to reach us.
Phone – 509.755.3060
Washington – [email protected]
Idaho & Oregon – [email protected]
Montana – [email protected]
Drop Us a Line
Fill out the form and we’ll be in touch. We also have alternative ways to reach us.
Phone – 509.755.3060
Washington – [email protected]
Idaho & Oregon – [email protected]
Montana – [email protected]
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Horizon Credit Union and Horizon Retirement & Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Horizon Retirement & Investments and may also be employees of Horizon Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Horizon Credit Union and Horizon Retirement & Investments. Securities and insurance offered through LPL or its affiliates are:
Horizon Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Horizon Credit Union for these referrals. This creates an incentive for Horizon Credit Union to make these referrals, resulting in a conflict of interest. Horizon Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
LPL Financial Form CRS
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Horizon Credit Union and Horizon Retirement & Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Horizon Retirement & Investments and may also be employees of Horizon Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Horizon Credit Union and Horizon Retirement & Investments. Securities and insurance offered through LPL or its affiliates are:
Horizon Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Horizon Credit Union for these referrals. This creates an incentive for Horizon Credit Union to make these referrals, resulting in a conflict of interest. Horizon Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
LPL Financial Form CRS
