Money Horizon Asset brings loans, mortgages, investment planning, tax advice and insurance under one roof, so every decision you make today builds toward the future you are working for.
Every financial goal has a horizon, the point in time when you will need the money or want the result. Buying a home in two years, sending a child to college in ten, retiring in twenty-five: each one calls for a different plan. At Money Horizon Asset, we start with your horizon and build the right loans, investments and protection around it.
From our office on West 10th Street in Juneau, we work with individuals, families and small business owners who want honest advice, fair terms and a plan written in plain language.
From borrowing and home buying to investing, tax planning and insurance, our services are designed to work together toward your goals.
Fixed-rate personal loans for debt consolidation, home repairs, medical bills or major purchases, with one clear monthly payment and no surprise fees.
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Flexible lines of credit and credit-builder loans that give you access to funds when you need them while helping you strengthen your credit profile.
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Purchase and refinance mortgages explained step by step, from pre-approval and rate comparison to closing day and the keys to your new home.
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Long-term investment plans matched to your time horizon, risk comfort and goals, with regular reviews and rebalancing to keep you on course.
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Year-round tax planning and preparation support for individuals, families and small businesses, so you keep more of what you earn.
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Life, home, auto, health and business coverage compared side by side, so your family and assets are protected at a fair price.
Get StartedA simple, transparent process that keeps you informed and in control at every stage.
Tell us about your goals, timeline and current finances in a no-obligation conversation.
We sort your goals by when you need them and identify what each one requires.
You see loans, investments and coverage side by side, with every cost in writing.
We check in regularly and update your plan as rates, markets and life change.
We earn your trust by being clear, responsive and focused on what is best for you over the long run.
Your personal and financial information is protected at every step.
Simple applications and fast answers when timing matters most.
Every rate and fee is disclosed in writing before you commit.
Plans built for your future, not for a quick sale today.
Real feedback from people we have helped borrow, invest and plan with confidence.
“My advisor took the time to separate our short and long-term goals, and for the first time our savings actually has a plan. The process was clear from start to finish.”
“Refinancing with Money Horizon Asset lowered our payment and removed our PMI. They explained every number before we signed anything.”
“The tax planning session paid for itself many times over. I finally understand which accounts to use for which investments.”
“I needed a personal loan to consolidate some debt and was approved quickly with a fair rate. Friendly, honest and very responsive.”
“They compared home and auto insurance quotes side by side and found better coverage for less than I was paying before.”
“Straight answers, no pressure and a written plan I can actually follow. I recommend them to everyone who asks.”
Straightforward articles on investing, taxes and home buying from our advisors.
The date you need your money matters as much as how much you invest. Learn how to line up short, medium and long-term goals with the right mix of investments.
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Where you hold an investment can matter almost as much as what you hold. Here is how asset location can quietly lower your tax bill over the years.
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PMI lets you buy a home with less than 20 percent down, but it adds to your monthly payment. Here is what it costs and the fastest ways to get rid of it.
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Book a free consultation and leave with a clear next step, whether you are borrowing, buying, investing or protecting your family.