News From Horizon Financial Group

Welcome to Our Team

Horizon Financial Group is pleased to announce that Mike Hackler, CFP® has joined our firm.

Mike works with many working and retired individuals who are business owners, engineers and physicians. Mike enjoys helping his clients formulate an ongoing and lifelong financial plan that is customized to fit their family’s specific needs. He specializes in analytical & fundamental analysis, tax-advantaged retirement income planning, wealth transfer strategies for individuals and succession planning for business owners.

Mike is a CERTIFIED FINANCIAL PLANNER™ practitioner and an investment advisor representative. He also is Insurance Licensed and holds his Series 7 and 66 Securities Registration with Cetera Advisors, a registered investment advisor.

Mike began his career in the financial services industry as an advisor after earning his Bachelor of Science Degree in Finance from Southeastern Louisiana University in 2007. He served as Treasurer, President, and Chairman of the Board for the Financial Planning Association (FPA) of Baton Rouge from 2010 – 2015.

Horizon Named to LSU Top 100 for 9th Straight Year

For the 9th year in a row, Horizon Financial Group will be honored as one of the LSU 100: Fastest Growing Tiger Businesses. Horizon, one of only four companies to make the list every year since the program’s inception, will be recognized during the LSU 100 Honoree Dinner, scheduled for Friday, November 22nd, at the L’Auberge Casino Hotel Baton Rouge.

The LSU 100 is hosted by the LSU Stephenson Entrepreneurship Institute (SEI), housed in the E. J. Ourso College of Business. The event identifies, recognizes and celebrates the 100 fastest growing companies owned or led by former LSU students and alumni.

“We are once again honored to be selected to the LSU Top 100, and being one of only four companies to have made the list all nine years is truly something special, “said Horizon CEO Pete Bush. “We are seeing continual growth because we’ve got a special team of people who enjoy being a trusted resource and helping others figure things out, eliminate their worries and lead happier, more confident lives. When you do that consistently over time, word spreads and you attract ever-growing opportunities to help others. We appreciate being recognized by LSU for this growth and hope to be part of the LSU 100 for many years to come!”

*Listing in this publication is not a guarantee of performance or success. This recognition should not be construed as an endorsement of the advisor by any client. LSU Top 100 is based on revenue growth year over year.

Team Horizon Supports Heritage Ranch

Horizon Financial Group was out in full force at the recent Heritage Ranch Gala. The event is one of the big annual fundraisers for the orgainziation. Heritage Ranch was founded in 2002 as a Christian Children’s Home built to serve young people and families in crisis in the Baton Rouge area.

Andy Bush with Horizon Financial Group said, “Horizon has enjoyed supporting Heritage Ranch in a number of ways for the past several years, but the dessert dash is one of our favorite ways to sponsor the annual Gala. The dessert dash is certainly a unique and fun part of the evening, and it embodies who Horizon is. We get great logo placement and exposure, and to have the Horizon name associated with a top-notch event certainly makes it a winner for everyone. To watch folks scramble over the opportunity to grab the best dessert is full of fun and excitement – well worth our involvement.”

401(k) Brothers Add Non-Qualified Plan Certifications

Andy and Bill Bush, our resident "401k Brothers" recently attendied the Nonqualified Plan Advisor Conference in Chicago. The NPQA Conference is hosted by the National Association of Plan Advisors, and is designed to educate advisors on non-qualifed defferred compensation plans. These type of plans, like Supplemental Executive Retirement Plans (SERPs) and deferred savings plans differ from the traditional 401(k), or qulaified plans that companies offer. Nonqualied plans are often used to attract and retain top executive or management team members.

Bill and Andy both completed coursework and have earned NAPA's Nonqualified Plan Advisor Certificate. If you'd like to know if a Nonqualified Plan is right for your business or organinzation, contact Andy (abush@horizonfg.com) or Bill (bbush@horizonfg.com).

Horizon Sponsoring Upcoming CYA360 Business Event

Horizon Financial Group is excited to once again sponsor the CYA360 Fall Business Symposium. The half-day event will be hosted at the Renaissance Baton Rouge on Thursday, November 6th from 9:30am-2:30pm. CYA360 is designed to help business owners and leaders identify and develop strategies to navigate risks to their businesses.

Topics to be presented include: Managing Your Risks, Maximizing Your Retirement Plan, Navigating the Investment Markets, Safeguarding Your Data and Digital Assets, Protecting Yours Heirs and Your Legacy, and Developing Your "Walk Away" Financial Plan.

Special keynote lunch presentation by Craig Columbus, founder and CEO of Columbus Macro, a global asset manager. Columbus has been seen as a guest contributor on many business realted networks, including CNBC. Columbus will present "Investing in the Misinformation Age".

Tickets are $25, and inlcude lunch and a cocktail reception following the event. For more information, visit w ww.cyaevent.com , or click here to register.

Horizon's Bill Bush Appears on National Radio Show

Horizon Financial Advisor Bill Bush recenlty appeared as a guest on the nationally-syndicated radio program, "Bill Martinez Live". The program is broadcast coast-to-coast on over 280 outlets.

Bill appeareed on the show live from Cetera's Connect Conference in Denver Colorado.

The discussion centered around what individuals should look for when seeking out a financial advisor.

Listen to Bill's Interview by clicking here.

RPU's Fiduciary 401(queso): A Hit with Plan Sponsors

In September, Horizon teamed up with Sentinel Pension to host another quarterly session of Retirement Plan University. The event dubbed Fiduciary 401(queso) was held at Superior Grill-Highland, and featured former DOL Auditor David Donaldson as the guest speaker. Donaldson spoke to the crowd of 401(k) plan sponsors, HR directors, CEOs and CFOs about some of the perils and pitfalls that DOL investigators are looking for when they do audits of company reitrement plans.

Fiduciary 401(queso) is the 3rd RPU event that Horizon and Sentinel have co-hosted this year. The final session of 2019 will be held on Thursday, November 14th at Superior Grill-Highalnd. Check here for event details.

As a special 9-part series of The Confident Wealth Podcast, Horizon presents "The Value of Working With a Financial Advisor". In the series, Pete and Bill Bush expolore all the ways that engaging with an advisor can bring value throughout the life of a client:

Building a Roadmap
Laying the Tracks
Planning & Managing Investments
Managing & Minimizing Taxes
Managing Inherent Risks
Budgeting & Cash Flow
Organizing, Monitoring, & Guiding
Preparing for Retirement
Leaving a Legacy, Life Transitions, & Caring for Others

The Confident Wealth Podcast can be heard on Libsyn, iTunes, Stitcher, and Spotifiy. All 9 epsidodes of our series are available together on the Horizon website by clicking here.

Investment Update

For the latest information from the markets, click here for the Weekly Vanatage Point, a publication of Cetera Investment Management.

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