Simplifynance came to life in 2018, but goes back to the start of Horizon Financial Group, a Baton Rouge firm helping clients plan since 1991. At Simplifynance, we’ve taken something old, put a new twist on it and created a simpler way for the next generation of clients to plan for the future. We offer advice and education on what matters most in your life TODAY, all delivered in a flexible way.
In order to plan long-term, its essential to have a firm grasp on today. Financial planning begins with getting organized..and we can help with that. We also believe planning should be fun! After all, if what you’re planning for is something AWESOME, shouldn’t the journey on the way there be great too?! We believe it should.
Industry jargon can often be anything but simple. We promise to help keep the process, recommendations and education easy to understand.
Sometimes the truth is hard, but what good is advice that makes you feel good without doing good? In everything we do, honesty is our top priority.
You’ve worked hard to get here. You deserve conversations that aren’t steered towards a product shelf. We will build and monitor a plan that is only focused on one thing: YOU.
Starting a family and counting the cost? Balancing debt with saving and wondering if you’re doing it right? We’re here to help you figure it out.
It can be an insurmountable task to plan for things like retirement, education or debt reduction when complexities of life naturally cause disorganization. Let us help you get life organized.
Life is complex, yet time is short. Zoom in and focus on something you want to tackle today, and get to the rest later.
Designed to help you stay in front of your future, a same-generation advisor will guide your through a process, answering the questions you have and asking the ones you haven't thought of yet.
Your financial plan is extremely personal. What's in it.....is up to you.
We completely separate advice from implementation. That means that we do NOT collect fees based on accounts and their values.
Our pricing is subscription-based, where ongoing services and personal guidance are our number one concern.
We’re a company built on providing answers to big life questions. Here are a few questions you may be asking and answers that we hope bring clarity.