C-Suite Planning™ is a registered trade name of Horizon Ridge Wealth Management LLC.
Financial planning and investment advice offered through Horizon Ridge Wealth Management, a Registered Investment Advisor. The Horizon Ridge Wealth Management Investment Advisor Representatives associated with this site may only discuss and/or transact business in states where it is properly registered or is excluded or exempted from registration requirements.
Individual results may vary. There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset Allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP:registered:, CERTIFIED FINANCIAL PLANNER:tm:, CFP:registered: (with plaque design) and CFP:registered: (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
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.