BBB Business Review
This Business is not BBB accredited
Horizon Planning Group, Inc.
Phone: (317) 571-2365 9000 Keystone Crossing, #300, Indianapolis, IN 46240
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This business is not BBB accredited.
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Based on BBB files, this business has a BBB Rating of No Rating. The reason is as follows:
- BBB does not have sufficient information to issue a rating on this business.
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Type of Entity
Business ManagementMr. Kevin Bell, President
FINANCIAL SERVICES BUSINESS CONSULTANTS Estate Planning & Management FINANCIAL PLANNING CONSULTANTS INSURANCE SERVICES
Alternate Business NamesHorizon Planning Group of Michiana, Inc.
A financial planner should be able to provide the following: a clearly written plan, in language you can understand, containing a balance sheet of assets vs. liabilities; an explanation of goals with advantages and disadvantages of any course of action; options and alternatives for all investment choices as well as the risk estimated in each investment objective; specific suggestions for improving your personal cash flow; projections for shifts in the rate of interest, inflation, and other situations that will affect your future; a plan for liquidity in the event of emergencies; and a schedule for reviewing your financial progress.
In most states, financial planners are not regulated. As anyone can say he or she is a financial planner, you need to be cautious and check out the person's credentials. Also be on guard for "financial planners" who are no more than salespeople for a particular type of product, such as stock or insurance.
This type of company may require licensing. To verify if licensing is required and/or if the company is properly licensed, contact the Indiana Department of Insurance at 317-232-2385 or visit their website at www.in.gov/idoi.