Ocean State Planners Competitors

At Horizon Planning Group, we have found that what is lacking today is not advice. What’s missing is a simple and effective way to test and compare this advice to find the best and most powerful solution. Our uncommon process helps provide the opportunity for our clients, businesses and individuals alike, to focus not on product, but on Financial Balance. The result is a holistic financial strategy that enables them to achieve happy and successful financial lives. Horizon Planning Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 9000 Keystone Crossing Suite 300 Indianapolis IN 46240, 317.571.2365. PAS is a wholly-owned subsidiary of Guardian. Horizon Planning Group is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. #2022-133420 Exp 02/24

Lighthouse Wealth Management is a fee-only wealth management firm with experience in financial planning, investment management, retirement & social security planning, estate planning, gift planning, and tax planning.

Coastal Financial Planning is a financial services company based out of 13 E Butterfly Way, Lincoln, Rhode Island, United States.