Fee-Only Financial Planning & Wealth Management in Georgetown, Texas
At Growth Horizons Wealth Management, we are trusted fee-only financial planners committed to empowering individuals, families, and businesses with tailored financial solutions. As fiduciary advisors, we use a goal-oriented approach towards financial planning. We integrate our planning services at the intersection of retirement, investment management and tax planning to help you achieve long-term success.
OUR SERVICES:
Tailored Financial Planning
and Wealth Management
Financial management is just the beginning—we’re dedicated to helping you realize your dreams. Whether it’s safeguarding your family’s future, expanding your business, attaining financial independence, or leaving a legacy that lasts, we’re by your side at every turn. Your ambitions are at the heart of our mission, and we’re committed to guiding you in building the life you’ve always imagined.
WHO WE SERVE:
Families, Individuals, and Business Owners Seeking Financial Success
We understand that your financial journey is unique. Whether you're a family looking to secure your loved ones' future, a business owner aiming to grow and protect your enterprise, or an individual striving for financial independence, we're here to help you every step of the way. Our clients are at the heart of everything we do, and we're committed to helping you achieve the financial success you deserve.
Families
We help families plan for every stage of life, ensuring you’re prepared for whatever comes next.
Retirees
Our retirement strategies focus on maintaining your lifestyle and financial security in your golden years.
Business Owners
From growth strategies to succession planning, we’re here to help your business thrive.
Families
We help families plan for every stage of life, ensuring you’re prepared for whatever comes next.
Retirees
Our retirement strategies focus on maintaining your lifestyle and financial security in your golden years.
Business Owners
From growth strategies to succession planning, we’re here to help your business thrive.
Your Path to Financial Success Starts Here
01
FRACTIONAL CFO SERVICES
Gain access to expert financial leadership without the full-time commitment. Our Fractional CFO services provide strategic financial oversight, helping you optimize cash flow, manage risk, and drive profitability.
02
ADVANCED
TAX STRATEGIES
Maximize your business’s financial efficiency with tailored tax strategies. We help you navigate complex tax codes, minimize liabilities, and plan for long-term financial success.
03
BUSINESS EXIT PLANNING
Prepare for the future with a comprehensive exit plan. Whether you’re selling, passing on to the next generation, or stepping back, we ensure your business transition is smooth and successful.
04
GROWTH CONSULTING
Unlock your business's potential with our growth consulting services. We partner with you to develop strategies that drive expansion, increase market share, and achieve sustainable growth.
Growing your business requires the right strategies and expert guidance. At Growth Horizons Wealth Management, we provide the insights and tools you need to achieve sustainable growth and reach your business goals. Whether you're looking to expand, improve operational efficiency, or plan for the future, we're here to help you succeed.
WHY IT MATTERS
Experience the Fiduciary
Difference
Our unwavering commitment as fiduciaries means your best interests are always our top
priority. We uphold the highest standards of transparency and integrity, offering advice that is
meticulously tailored to your unique goals. Operating in a fiduciary capacity 100% of the time,
we are legally and ethically bound to act solely in your favor—never taking commissions.
With us, you’re not just getting financial advice; you’re gaining a trusted partner dedicated to your
lasting success.
OUR PROCESS
Helping Every Step Of Your
Journey
We believe that a successful plan is built on a strong foundation and guided by expert care. Our process is designed to support you at every stage, ensuring that your financial goals are met with confidence and clarity.
Discover
We start by getting to know you—your values, goals, and aspirations. Understanding your unique situation allows us to tailor our approach specifically to your needs.
Plan
Next, we develop a comprehensive, personalized financial plan. This roadmap outlines the strategies and steps needed to achieve your goals, balancing immediate needs with long-term vision.
Implement
We put your plan into action, carefully executing each strategy to ensure alignment with your objectives. Our team handles the details, allowing you to focus on what matters most.
Monitor
Your financial journey doesn’t stop once the plan is in place. We continuously monitor your progress, making adjustments as necessary to keep you on track toward your goals. Regular reviews and updates ensure that your plan evolves with you.
Redefining
Financial Education
Our insights are at your fingertips. Are you interested in retirement strategy, wealth management, or other financial topics? You’re welcome to browse our learning resources and connect with a financial professional when you’re ready for critical next steps.
CONTACT US
We Want to
Hear From You
Your financial journey is unique, and we’re here to help you navigate every step. Whether you have a question, need advice, or are ready to take the next step, we’re just a message away. Reach out today, and let’s start a conversation about how we can support your financial goals.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.