Horizon Retirement & Investments
A Path to Your Financial Future
We have found that the best way to pursue the life you want starts with the plans you create today. That’s why the team at Horizon Retirement & Investments is here to help each of you create a financial plan that addresses your unique needs.
Whether you’re looking to prepare for you retirement, already enjoying retirement or curious about how financial planning fits into your financial picture, Horizon Retirement & Investments can help you create a path to pursuing your goals.
Schedule your no cost consultation with a financial advisor today!
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Washington: [email protected]
Northern Idaho / Montana: [email protected]
Southern Idaho: [email protected]
Phone: 509.755.3060
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