View Curated Resources to Help You Navigate COVID-19
View Curated Resources to Help You Navigate COVID-19

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.

Learning Center

Style And Asset Class Rotation Is Taking Place
Author: David Templeton, CFA, Principal and Portfolio Manager For nearly three trading weeks the S&P 500 Index has traded mostly sideways,…
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Style And Asset Class Rotation Is Taking Place Read More
What Your Campus Health Center Should Value And How To Motivate Healthy Outcomes
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What Your Campus Health Center Should Value And How To Motivate Healthy Outcomes Read More
Life Event Series: Having A Baby
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Life Event Series: Having A Baby Read More
Personal Income and Savings Increasing Too
Author: David Templeton, CFA, Principal and Portfolio Manager Last week I noted the sharp rise in consumer confidence, and not surprisingly, some…
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Personal Income and Savings Increasing Too Read More
Consumer Confidence Rises Sharply In April
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Consumer Confidence Rises Sharply In April Read More
Hard Economic Data Suggests A Continued Strengthening Of The Economy
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Hard Economic Data Suggests A Continued Strengthening Of The Economy Read More