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Opening its doors in 1999, Horizon Financial Group was founded with a clear mission: to help others achieve greater confidence, clarity, and direction in their lives. Through wealth planning, investment management, and retirement plans, Horizon’s professional team provides the guidance and support clients need to plan for a better financial future.
“What sets us apart from other firms is our focus on very personal, relational—not transactional—relationships with our clients. We go deep into each client’s personal situation. We are very intentional about solving a client’s specific needs,” says Chief Operating Officer and Partner Brooke Gautreau. “There is not a cookie-cutter approach. We take clients on a guided journey to confidence in their financial lives.”
AT A GLANCE
Top executives: Pete Bush, CFP®, CEPA®, CEO & Financial Advisor; Andy Bush, AIF®, CPFA®, CRPS®, Financial Advisor; Clint Gautreau, CFP®, CIO & Financial Advisor; Brooke Gautreau, COO; and Colby Cypriano Barnett, Compliance Director.
Phone: 225.612.3820
Address: 15015 Jamestown Blvd., Suite 100, Baton Rouge, LA 70810
Website: horizonfg.com
Horizon’s team helps the client clarify their definition of success in their financial journey. What do they want to improve, eliminate, or change? What is their ideal vision about the future? What will make them happy and confident? The team looks at problems, challenges, and obstacles to achieving these goals. With a clear assessment of the client’s starting point, the team can determine what’s working and what’s not; build a plan and lay the tracks to the ideal future; create an action checklist; and act, monitor and adjust the plan. The end goal is a client who feels confident, successful, and thriving in their financial life.
“We enjoy helping others figure things out. There is nothing more satisfying than eliminating a client’s anxieties, worries, and fears around money so he or she can lead a happier, more confident life,” says Pete Bush, Horizon CEO, Partner, and Founder. “When you do that consistently over time—more than 25 years in our case—the word spreads. People start seeking you out as a ‘thinking partner,’ and you have even more opportunities to help.”
