Horizons Financial Group, Inc.

 

2477 Valleydale Road Suite A-3
Birmingham, AL 35244
(205) 871-7743
Closed Today
Alternate Phone: (205) 871-7641
Alternate Phone: (877) 871-7743
jnix@horizonsfinancial.com
Advocacy, Trust, Integrity and Commitment are the anchors by which our relationships are built. Working with our clients is a privilege that is never taken for granted. We challenge ourselves every day to protect the Fiduciaries utilizing our Retirement Plan Consulting Platform and to assist our clients in maximizing their investment returns within their corporate retirement plan, institutional and personal investment portfolios.
Mon 8:30 AM to 5:00 PM
Tue 8:30 AM to 5:00 PM
Wed 8:30 AM to 5:00 PM
Thu 8:30 AM to 5:00 PM
Fri 8:30 AM to 5:00 PM
Sat Closed
Sun Closed

Products and Services

Fiduciary Consulting Services
Retirement Plan Consulting: ERISA section 3(21)(A) or ERISA section 3(38)
Investment Portfolio Consulting: Fixed income for financial institutions
Healthcare Foundation Consulting
Investment Portfolio Fixed Income Sales
Not-For-Profit Healthcare
Financial Institutions: Community Banks and Credit Unions
Wealth Management
Fee based custom portfolio management
Company Owned and Sponsored Insurance Strategies
Company Owned Life Insurance (COLI) and Bank Owned Life Insurance (BOLI)
Key Man Insurance
Non-Qualified Deferred Compensation
Retirement Plan Fiduciary Consulting
Retirement Plan Fee & Service Comparison
Financial Institution Investment Portfolio Consulting
Design/update of an investment policy statement
Distribution of maturities
Diversification of assets
Cash flow requirements
Cash balance “safety net”
Asset/Liability concerns
Financial Institution Investment Sales
Wealth Management Personal Services
Investments
Both Advisory & Traditional Brokerage Accounts
Common Stock
Corporate Bonds
Treasury Bills, Notes and Bonds
Government Agency Securities
Mutual Funds
Exchange Traded Funds
Variable Annuities
Financial Planning
401(k), 403(b), 401(a), 457(b) & (f) and Profit Sharing Retirement Plans
SIMPLE IRA
Traditional and Roth IRA
College 529 Plans
Educational IRA
Estate Plans
Insurance
Disability Income Insurance
Life Insurance
Long Term Care Insurance
Healthcare Institutional Investment Sales

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