Frank Horton, CFP®
Friday, December 09, 2016
Taking the Worry Out of Your Financial Future
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Frank Horton, CFP®
221 Twin Oaks Drive
Oneonta, AL 35121
(P) 205.274.7327
(F) 205.274.7323
 
 
 
 
 

Would you like to worry less…and enjoy life more?

 
Would you worry less if you were more confident that you...
  • Have the right financial plan?
  • Are making the best decisions about insurance, estate planning, retirement planning, budgeting, and so on?
  • Have the investments and the investment strategies that will allow you to reach your most important goals?
  • Are paying only what truly you owe in taxes instead of giving the government what’s rightfully yours?
If you are like most people, you worry about your financial future. You are frustrated by conflicting financial advice, overwhelmed by the amount of information available, and distrustful of those who claim to know the answers. You’re wondering if you will ever achieve your goals and enjoy peace of mind. Where will the money come from to fund your children’s education or your retirement? How can you be assured that you’ll have the assets available to do what you want?
 
You can enjoy financial peace of mind.
When you visualize financial independence, what do you see? More opportunities for travel? Working only part time? Volunteering for a cause you care deeply about? The picture in your mind is like the cover of your personal puzzle box and your finances are the puzzle pieces. With the right help, you can put them together successfully.
 
I can help.
What usually happens is that you go to a stockbroker for investment advice, an insurance agent to buy insurance, an accountant for tax preparation, and an attorney for estate planning. All can give you great advice about their area of expertise, but it's a bit like deciding what the puzzle is based on only one piece. Is it any wonder that the pieces then don't fit together?
 
What makes me different?
I focus on your goals and work with all areas of your financial life—tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more—to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, I work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.

I am a fee-only financial advisor. I sell no products and receive no commissions. 
Instead, you pay me an annual fee for my objective, personal advice on how to achieve your financial goals. This annual retainer covers all the meetings necessary and allows you to contact me whenever you have questions or your life changes.

Would you like to start today?
Contact me
 to schedule a no-cost, no-obligation initial consultation. We’ll talk about your financial concerns and objectives and the solutions I provide. If there is a match, we can talk further about working together to help you take the worry out of your financial future and achieve the financial independence you desire.
 
 
 
 

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.