We deliver strategies rooted in data—giving you proof and rationale for your overall plan while supporting your efforts to recruit and retain top talent.
At HORAN Wealth, we understand the challenge of offering compelling benefits to retain and attract top talent, while balancing rising health care costs and an under-saved employee population.
To maximize value for your employees without overstretching your budget, you need a financial services partner who shares your commitment to your business objectives.
That's where we come in.
We are dedicated to enhancing the future of retirement plan consulting, executive benefits, and succession planning for employers and their employees.
Our team collaborates with you to develop and implement an effective retirement plan tailored to your business and employees.
We enhance the recruitment and retention of top-tier professionals through executive benefits, retention strategies, and incentive programs.
We’ll help you create a well-designed business succession plan using life insurance to ensure a smooth transition of leadership and ownership.