By engaging your plan participants throughout their retirement journey, HORAN Wealth is uniquely positioned to work with your plan participants every step of the way. From remote resources to personalized one-on-one consultation, HORAN Wealth strives to promote retirement readiness regardless of age or income.
Improve overall financial wellness through our personalized education platform with materials developed to meet the unique needs of your employees.
We provide both group sessions and individual meetings dedicated to helping your employees meet their retirement goals.
Your employees requiring more in-depth consultation due to personal, professional or financial complexity have access to our team of financial planners.
Check out one of our engagement resources–HORAN Wealth's “Benefits: What, Like It’s Hard" Podcast—which provides a library of more than 150 podcasts covering benefit-related topics.
HORAN WealthBeing serves a multi-generational population and contains resources for all your employees no matter their age or size of their retirement portfolio. Our platform can seamlessly link with existing physical and financial wellness programs or serve in a standalone capacity.
Build, Grow, & Enjoy A Legacy of Generational Wealth