About Blue Horizon

Blue Horizon Financial & Insurance Services offers clients a competitive approach to their insurance and retirement needs. This can only be achieved by aligning our clients with top-rated insurance companies and financial institutions. Through our affiliate companies, Blue Horizon is able to offer an array of products and services to individuals, families, and businesses. As a Broker, having access to a variety of services, Blue Horizon Financial & Insurance Services provides our clients the ability to choose the best possible outcome best suited for your needs, offering great services at competitive rates.
financial planning california

Our Mission

Our mission is to help our clients create strategies covering all areas of planning. The road to planning short term and long term does not have to be a difficult or intimidating process. We will help make the process fun and rewarding.

Debt is the #1 challenge that stands in the way of your long-term goals when planning for retirement! Our unique concept provides a solution for paying off debt, reducing taxes and increasing retirement savings using a safe, predictable product that provides guarantees. Our debt elimination software can show you how to be free from lenders in 10 years or less, including your mortgage, without spending any dollars.

Our Vision

Our vision is to simply help you succeed! Whether you are planning for life insurance, retirement, debt elimination, estate planning, or long-term care planning, our goal is to do so by first building your trust. As a result, that same trust will pass down to your children’s children, our future clients.
Our unique technology enables you to easily complete your attorney drafted revocable living trust documents conveniently from the comfort of your home or office. No appointments or waiting to see an attorney. The entire process can be completed quickly online. Answer simple interview questions and through the power of our technology, your plan will be ready to download and print. There are numerous value-added benefits with our technology including a secure document vault with military grade encryption. This virtual “safety deposit box” is available for you online 24/7. You can add, update, or remove documents from your vault anytime and anywhere.