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

The Importance of Health Screenings
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The Importance of Health Screenings Read More
Retirement Meditation #31: Should retirement plan sponsors adjust their investment mix because of the economy?
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Retirement Meditation #31: Should retirement plan sponsors adjust their investment mix because of the economy? Read More
Recession or Not
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Recession or Not Read More
Plan Renewal Insights
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Plan Renewal Insights Read More
Retirement Meditation #30: How do the service providers to my retirement plan get paid? (part II)
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Retirement Meditation #30: How do the service providers to my retirement plan get paid? (part II) Read More
HORAN Receives Bronze-Certification In Workplace Equity
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HORAN Receives Bronze-Certification In Workplace Equity Read More