Horizon Financial Group, founded in 1999 in Baton Rouge, La., provides clients with a range of services, including wealth management, investment management, and retirement plans. To protect client wealth, Horizon’s team of advisors rely on eMoney to develop long-term plans that help clients navigate changes in their financial situations.
In the summer of 2018, Horizon launched Simplifynance, a service designed to attract next-gen clients, by offering a collaborative, digital experience built around eMoney.
To appeal to these prospects, CEO Pete Bush knew he needed to think differently about the way Horizon delivers advice.
Soon, he designed a new service offering around the unique needs of this growing demographic.
Using the eMoney Decision Center, they’re able to show clients the impact of today’s financial decisions on tomorrow’s lifestyle options, and modify planning scenarios based on client feedback in real time. By offering the cash-flow based approach these younger clients need to save and invest, eMoney sets the advisors and clients up for success.
They’re also able to set clients up on the eMoney Client Portal, which is accessible via mobile devices, and empowers users to review their current financial situations on-demand.
After launching Simplifyance, powered by eMoney, Horizon is onboarding clients and generating real interest from its target demographic.
Read the full case study for more details on Horizon’s Simplifyance service and how it’s setting the firm up for future success.