INSURANCE
BROKERAGE

Employer sponsored retirement plans. Executive benefits. Personal financial planning. Security.

One Risk Group, LLC, offers personalized advice and guidance that empowers employees to make informed decisions given their financial needs and concerns.

Products

One Risk Group,LLC. products and services cover all aspects of wealth management and are offered independently or in conjunction with other insurance and risk management services.

• Qualifed Retirement Plans
• 401 (k) / Profit Sharing / Roth
• 403 (b)
• 457
• 412 (i) Pension
• Defined Benefit and Contribution Plans
• Non-Qualified Deferred Compensation Plans
• IRA
• SEP / SIMPLE
• Annuities - Guaranteed Income

Services

Each One Risk Group, LLC. financial representative will coordinate the following services which may be required for the administration of your program:

• Plan Design & Investment Portfolio Monitoring
• Investment Policy Statement Development
• Participant Educational Material & Onsite Meetings
• Plan Document Preparation
• Business Continuation Planning - Buy Sell, Key Person
  • Safe Harbor
  • New Comparability
• Personal Financial Planning
• Compliance Support (EGTRAA)

Advisory

One Risk Group,LLC. may arrange the following services as required to aid in the administration of your program:

• Financial Advisory Services and Investment Consulting
• Tax Consulting

Securities and advisory services offered through Multi-Financial Securities Corporation, Member FINRA/SIPC. Horizon Wealth Management is not affiliated with Multi-Financial Securities Corporation. One Risk Group, LLC, is independently owned and operated.