When you fill out the form you get A One-On-One Consultation with a Wealth Specialist to create your Tax Free Income plan, the Self Directed Success eBook, a digital copy of Horizon Trust's CEO Greg Herlean's best selling book "Bank on This", and the online training module How to Get Started in 33 Days or Less.
A One-On-One Consultation with a Wealth Specialist on Greg's team to answer your questions and assist you with the process of becoming a Self-Directed investor.
The Self Directed, Self Made Success eBook, a guide to show you how to become a Self Directed investor. Discover how millions of others are benefiting from the extraordinary benefits of self directed investing by taking control of their own financial well being.
A digital copy of Greg Herlean's best selling book "Bank on This"
The training module: How to Start Self Directing in 33 Days of Less, which will get you moving confidently forward in your Self Directed Investing journey.
All of the folks over at Horizon have been very helpful in getting my funds transferred over to a self directed 401k...which is something I knew nothing about and the experts at Horizon walked me through the process and have helped me take charge of my own retirement funds. Daniel is my contact at Horizon and he has gone above and beyond to help me understand everything as well as directed me on how to invest my funds to maximize my returns. He was very instrumental in assisting me with taking out a personal loan on the self directed 401k and had all of the correct forms to fill out so that I wouldn't be penalized. Thanks to the entire team at Horizon! You guys are awesome!!!
Horizon Trust helped me get my assets organized and showed me ways to gain access to funds I did not know I could access and help grow the funds via non-traditional means.
I wasn't very happy with the way my investments were being handled with my previous mutual fund managers, as well as their associated fees and capital gains tax every year. I've been a client of Horizon Trust for years and am so happy with their top notch service on every transaction that I do. They explain everything in detail and are transparent about fees. Cindy Seitz recently handled a large transfer of funds from a mutual fund account over to Horizon, and kept me at ease throughout the whole transaction. I highly recommend Horizon Trust Company, Kudos!
The customer care at Horizon is fast and attentive. Cindy answered my questions and addressed my concerns. Horizon is always easy to get a hold of by email and phone. I have been a client for years because I know Horizon cares about me and my family’s financial legacy. They are extremely helpful and provide real value on every call. I will be a client for a long time.