HORAN helps individuals and families better understand their financial picture through a comprehensive and personal financial planning process.
It’s important for our advisors to understand the story behind your goals so that we can provide real, informed advice to craft an approach that is the right one to meet your needs.
When you become a HORAN client you don’t just have a relationship with your plan advisor—you benefit from the collective power of the entire company’s experience and expertise. Your strategy is informed by dedicated, experienced individuals that go the extra mile to ensure the approach is the right one to meet your needs.
Individuals and families with complex income and benefit structures need an expert partner to provide suitable recommendations and ensure that needs are properly accounted for against unexpected events.
Personal legacies can be significantly impacted without proper estate and transfer planning. Estate planning and tax-efficient transfer of assets are necessary to provide for future generations. Charitable giving strategies may both enshrine a legacy and reduce tax burdens.
We deliver comprehensive recommendations structured to give objective and unbiased insights. By helping to address uncertainties and taking individual goals into consideration, your financial planning team can illustrate a more complete picture of your financial journey.
Highly Compensated Employees | High Net Worth Individuals | Business Owners | Families
We are proud to announce that effective June 1, 2023, HORAN Health, our Employee Benefits division, has become a part of HUB International. Our commitment to local client services, integrity and trust remains steadfast.
HORAN Wealth continues its 75-year legacy of independent support in retirement, life insurance, financial planning, investment advising and more. To learn more about HORAN Wealth, click here.