Working Together

Navigating today’s finances is like climbing a mountain. Without guidance it can be very difficult if not impossible. With so many financial options, it’s easy to get sidetracked and lost. Think of me as your guide who can show you the way and keep you on the right track. 

So how will we work together? My experience has helped me develop a foundational process and core beliefs to maximize our together time to help you reach the top of your financial summit.

Your World. We use “Your World” process. It involves learning about your goals and hopes, then determining potential obstacles. From there, we develop a targeted plan that offers the best solutions for your needs.  

The right fit. You’ll learn about us—our background, what we offer and how we offer it to you. If we both believe it is the right fit, we then will decide on the right strategy. I know how important this is and I take great pride in guiding you toward options you actually need—not necessarily those you want. 

You’ll understand. One thing I’m very adamant about is making sure you understand what we’re discussing. I invite you to ask the questions. If I don’t know the answer right away, I’ll find it. 

Upfront and honest. I believe in complete transparency and honesty. I always tell you as I see it based on my experience and qualifications. Sometimes it may not be what you want to hear, but it is always what I believe to be the best decision based on my qualifications and experience. 

Disclosure

Chad Horsham is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #0K52192), CO, CT, FL, GA, IA, IN, KS, MI, MN, NE, NJ, NV, NY, SD, TX, UT, WA, and WY. No insurance business may be conducted outside the states referenced.

Chad Horsham is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 18428 Harney St, Elkhorn, NE, 68022, 402-496-6413. In this regard, this communication is strictly intended for individuals residing in the states of AL, CA, CO, FL, GA, IA, IN, KS, MI, MN, NE, NJ, NV, NY, SD, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Chad Horsham is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, CA, CO, FL, GA, IA, IN, KS, MI, MN, NE, NJ, NV, NY, OK, SD, TX, UT, WA, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

HORSHAM FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither HORSHAM FINANCIAL GROUP nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​