OUR RESOURCES
When starting Horizon Wealth Strategies, we knew strength, objectivity, and independence were qualities we wanted to build the foundation of our business upon. We chose to associate with New York Life insurance company because they possess these qualities, and also connect us to the brightest and most successful financial planners in the industry.
Eagle Strategies, LLC
Through Eagle Strategies, Mark D. Olson, Irene Stolte, and Michael Ferrara provide fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.
The Advanced Planning Group
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial service, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Mark D. Olson, Irene Stolte, and Michael Ferrara can bring experience, value and insight to your planning situation.
The Advanced Planning Group does not provide specific legal, tax or accounting advice.
New York Life
Mark D. Olson, Irene Stolte, and Michael Ferrara and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 7/30/18.)
Madison Brokerage
Madison Brokerage prides themselves in partnering with clients and advisors and giving them the insights, solutions and support they need to achieve real business results. With over 75 years of combined brokerage experience, Madison Brokerage can help advisors grow their business and make a difference in the lives of their clients today and in tomorrow’s constantly changing financial landscape.
American Funds
American Funds believe in the value of professional advice and offer funds through financial advisors. Since 1931, they have helped millions of investors pursue their real-life goals.
Source: American Funds