Financial Planning

Individuals & Families | Financial Planning

HORAN Wealth helps individuals and families better understand their financial picture through a comprehensive and personal financial planning process. Individuals and families with complex income and benefit structures need an expert partner to provide thoughtful recommendations to help optimize the path ahead. Areas such as retirement cash flow forecasts, tax strategies, estate planning and insurance are analyzed. Our Advisors are Fiduciaries, which means they put your needs first with independent and unbiased professional advice. 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.


 

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Experienced Financial Advisors Striving For Your Success

Our clients are the very fabric of the HORAN Wealth business, and the relationships we’ve built over the past 75 years guide the team of financial experts and relationship managers. Clients aren’t simply clients; they are friends. Together, we listen carefully and craft potential solutions that help individuals, families, and businesses along a journey toward potential prosperity.

Structured For Your Success

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. 

Charting The Course

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.

Establishing Your Legacy

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.

Comprehensive Recommendations

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.

Prime Candidates

Highly Compensated Employees  |  High Net Worth Individuals  |  Business Owners  |  Families

Related Services

Wealth Management

At HORAN Wealth, we listen generously.
Listening allows us to tailor solutions that
fit the aspirations of each client.

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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.

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Social Security Benefits

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

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Insights

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