Jim Nix
President & Chief Executive Officer at Horizons Financial Group, Inc.
- Role
- President & Chief Executive Officer at Horizons Financial Group
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
About Jim Nix
Contact me at 20••••••43 At Horizons Financial Group, our sole focus is YOU. Would you like to be treated with Kindness, Loyalty, Trust and Respect? Is it important for You to work with an advisor who will listen to You before creating a retirement income plan that addresses Your retirement goals, dream and objectives?If so, we offer a solution.The advisors at Horizons Financial Group work with friends and neighbors to help them pursue their financial goals through strategic, customized Values-Based Financial Planning. The Leadership TEAM for Horizons Financial has over 75 years of Financial Services Industry Experience. We are in the Long Term Relationship Business. NEXT STEP If you’d like to speak with me, please contact me at 20••••••43 or j•••@horizonsfinancial.com For more information visit us at Financial Services Include Retirement Income Strategies Tax-Efficient Strategies Long-Term Care Strategies Asset Preservation Annuities Our Commitment to You Our Commitment is to our Clients and their Financial Well Being- Today, Tomorrow and in their Retirement Future.Our TEAM ranges in age from 35 – 66 so we can provide long term continuity to our clients for the rest of their lives and as their assets are passed to their beneficiaries. “Commitment is what transforms a promise into reality. It is the words that speak boldly of your intentions. And the actions which speak louder than the words. It is making the time when there is none. Coming through time after time, year after year. Commitment is the stuff character is made of: the power to change the face of things. It is the daily triumph of integrity over skepticism.” Author unknown
Experience
President & Chief Executive Officer
Jun 2022 — Present · Birmingham, AL, US
Summary:Horizons Financial Group, Inc. is a financial services firm committed to helping our clients improve and pursue long term financial success.Our services are designed to help:* Educate fiduciaries, potentially improve investment returns and validate total plan costs for services received regarding corporate retirement plans * Potentially enhance returns and facilitate efficient pricing for corporate investment portfolios* Invest, manage, and conserve your personal wealth* Customize Non-Qualified Deferred Compensation Strategies that retain and reward key intellectual capital* Develop Key Person Insurance Strategies for business continuation* Implement the conservative use of Company Owned Life Insurance (COLI) and Bank Owned Life Insurance (BOLI) as an income generating asset.INVESTMENT PORTFOLIO FIXED INCOME SALES* Not-For-Profit Healthcare * Financial Institutions: Community Banks and Credit Unions.WEALTH MANAGEMENT* Fee based custom portfolio managementFINRA series 7, 63, 65 licensed held with LPL Financial. Life & Health Insurance licensed. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Mississippi State University
Business Administration Degree, Banking & Finance / Transportation-logistics
1984
Skills
- Disability Insurance
- Cash Management
- Leadership Development
- Asset Liability Management
- Business Planning
- Retirement Planning
- Long-Term Care
- Retirement
- Strategic Financial Planning
- Series 65
- Current Finra State Registrations: Al, Ar, Fl, Ms, Nc, Tx
- Strategic Planning
- Alternative Investments
- Term Life Insurance
- Wealth Management
- Licensed with the State of Alabama for Life, Health & Annuities
- Series 63
- Investments
- Due Diligence
- Financial Analysis
- Financial Advisory
- Financial Services
- Series 52
- Life Insurance
- Finance
- Insurance
- Portfolio Management
- Series 7
- Valuation
- Fixed Annuities
- Indexed Universal Life Insurance
- Long Term Care Insurance
- Investment Advisory
- Wealth
- Securities
- Asset Management
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