Specialized Expertise

Businesses | Specialized Expertise

We have a holistic view of benefits—as a result, we are focused on your total rewards strategy, not just your health benefits plan. When you become a HORAN Wealth client you don’t just have a relationship with your account team—you benefit from the collective power of the entire company’s experience and expertise.

Our comprehensive solutions will ensure you are offering a premier total rewards package that will help you recruit and retain top talent. 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. 

 

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Solutions to Enhance Your Total Rewards Strategy

Executive Benefits

We improve recruitment and retention of top-tier professionals with executive benefits, retention and incentive programs. 

Insights

Converting a 529 to a Roth IRA
529 Plans are beneficial for education savings because they offer tax advantages and potential for significant growth. However, some people hesitate…
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Markets in a Minute - Release Valve
Week Ending July 12th
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Rotation into Small Cap Stocks
Small company stocks outperformed their mega cap counterparts on Thursday. This rotation may have a much longer runway?
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