What We Do

We exist to uplift and serve you.

No matter what is on life’s horizon, we provide clarity for the path ahead. Our approach starts with you and ends with one plan that reflects your goals, vision, and values. We Uplift and Serve our clients with a highly credentialed and multi-generational team proven to provide collaborative financial planning for every step of the journey.

Horizon Wealth Optimization

Financial Planning

What happens when a financial plan doesn't start with your finances, but instead starts with you? Your goals get a lot closer. We begin by looking at what you want out of life—whether that's taking once-in-a-lifetime vacations, saving for the school of your kids' dreams, buying your first home (or your home away from home), starting a business, or retiring early (or all of it)—and build your unique plan, with financial strategies specifically designed to get you there. Contact us today and we will help you put the pieces together to build one plan, in one place to get you to where you want to go.

Retirement Planning

At Greater Horizon Financial Group, we'll help make sure you have the right tax-efficient income strategies and financial protection needed to retire the way you've always dreamed of. From 401(k)s, IRAs, investments and annuities to the right types of insurance, we'll help you maximize your savings, build more wealth, create a guaranteed income stream, and protect you from the unexpected. That way, you can make the most of your retirement while still enjoying your life today.

Estate Planning

Estate planning isn't just for people with a lot of land or wealth. It's all about making sure that if something happens to you, your family won't be burdened by speculating on what you may have wanted. As a multi-generational practice. it's important that we help you look at your investments, insurance policies, savings, and overall goals so you can create a plan designed to set your family up for financial success in the event of your passing.

Investment Strategies

With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. That's where we come in. We'll provide world class insurance products and investment expertise based on our time-tested philosophy, disciplined process, and proprietary capital market assumptions. Whether you're just starting out or you're ready for more specialized wealth management, you'll have access to a variety of investment options to help you build your ideal portfolio.

Business Planning

From initial startup to eventually passing your business on, we're here to help you at every stage. From protecting against risk and managing growth, to attracting and retaining the top talent, our business services will be there to guide you.

Special Needs Planning

For the family of a person with special needs, financial planning is a necessity. It's important to know your planner has personal experience and expertise in this area. Matt Carothers is only Wealth Management Advisors certified as a Chartered Special Needs Consultant(R) in the state of Indiana. A well-designed and executed special-needs plan can have a profound impact on your loved one’s quality of life and can help turn your dreams for his or her future into reality. A comprehensive plan can also help you avoid some common mistakes and oversights that could jeopardize the lifetime support of your loved one with special needs. Let us help you navigate this part of your family's financial security plan today.