Helping you to reach your goals on your terms...
Your finances should be based on the reality of your means and objectives. Pacific Horizon Investment Management, LLC offers financial planning with an investment strategy that considers your needs, comfort for risk, and time horizon, ultimately allowing you more time to focus on what matters most.
This approach includes...
Identifying and understanding your individual circumstances to create a personalized financial plan tailored to your stated goals.
An optimal asset allocation strategy leveraging appropriate planning tools and reports.
Periodic review of your portfolio to keep you on track making adjustments as necessary to reflect changes in the capital markets or personal circumstances.
Consultation during various life stages and changing circumstances, risk tolerance, estate planning details, family situation, long-term care needs, and other financial issues.
A client relationship centered around trust to help you preserve and grow your portfolio to achieve the peace-of-mind that comes from having assets safely invested and earning competitive rates of return without being exposed to unnecessary risks.