Delivering legendary
experiences & trusted
advisor relationships

At HORAN, we are passionate about delivering an experience that keeps our clients coming back year after year.

 

Your HORAN advisor and dedicated service team know the value of a relationship. 

We focus on building genuine, lasting relationships as well as providing legendary experiences with every interaction so you can feel confident your goals are being met and secure about your long-term future. 

 

We listen and collaborate with you from start to finish. We begin our individualized and consultative approach by proactively educating you on your options, interpreting data to make recommendations and designing a plan to ensure you have what you need for a successful future. 

Medicare & Individual Health

Insurance is very complicated, constantly changing and difficult to comprehend. Our experts can help.

Wealth Management

With actionable, real-world advice founded on stellar expertise, we create genuine and lasting relationships you can count on and interactions that consistently surpass your expectations.

Financial Planning

We get to know you beyond just the number of assets in your portfolio by taking a vested interest in you and your long-term financial goals.

Life, Disability & Long Term Care Insurance

You can’t predict the future, but you can better plan and prepare for it. That’s our mission—to help secure a better future for yourself, your loved ones and the causes that matter most.

Estate Planning

HORAN can help you maximize planning opportunities to proactively manage your wealth planning strategies, and learn what can be done to avoid or reduce some of the burden of estate taxes.

Social Security Benefits

We help eliminate the fear, confusion and frustration that comes with filing for Social Security. 

Learning Center

Sidelined Workers Might Restrict Economic Growth Prospects
Companies are struggling to hire employees. The inability for companies to hire is occurring at a time when job openings are high and the number of…
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Sidelined Workers Might Restrict Economic Growth Prospects Read More
Resources for a Successful Open Enrollment
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Resources for a Successful Open Enrollment Read More
Investor Bullish Sentiment Lowest Since July 2020
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Investor Bullish Sentiment Lowest Since July 2020 Read More
Don’t Let Your Medicare Part D Creditable Coverage Notices Get Lost in the Shuffle
It’s that time of year again! Fall is quickly approaching which means many employers with calendar year plans are making benefits decisions and…
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Don’t Let Your Medicare Part D Creditable Coverage Notices Get Lost in the Shuffle Read More
Our Cincinnati Office is Moving to Towers of Kenwood
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Our Cincinnati Office is Moving to Towers of Kenwood Read More
Switching Between a HSA and a FSA
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Switching Between a HSA and a FSA Read More