Delivering memorable
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 memorable 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. 

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.

Social Security Strategies

We help eliminate the fear, confusion and frustration that comes with filing for Social Security. 

Learning Center

Classic: Financial Wellness FAQs
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Classic: Financial Wellness FAQs Read More
An Equity Market In A Pullback
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An Equity Market In A Pullback Read More
Maybe Time To Look at Small Cap Stocks
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Maybe Time To Look at Small Cap Stocks Read More
Projected Earnings Growth Swings Positive
As the year began much of the talk was centered around whether the U.S. economy would fall into recession in 2023. The year is only two-thirds done,…
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Projected Earnings Growth Swings Positive Read More
Summer 2023 Investor Letter: No Recession Yet and A.I.
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Summer 2023 Investor Letter: No Recession Yet and A.I. Read More
Equity Market Telegraphing a Strengthening Economy?
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Equity Market Telegraphing a Strengthening Economy? Read More