Paving the Way to an Abundant Life
Financial planning at HORAN Wealth is designed to help individuals and families live their best lives. We’ll help you assess your current situation, identify your goals, and create a roadmap to achieve them. Our team will assist you in managing taxes and risks while preparing for the milestones ahead.
Our financial planning services provide a comprehensive view of your financial life, helping you develop strategies for achieving your short—and long-term goals. We take the time to understand you, your values, and your aspirations, ensuring we grasp where you are in your wealth journey.
A HORAN Wealth financial planner can partner with you to develop recommendations that enhance your financial plan. Whether you need assistance with basic budgeting and goal alignment or have complex income and benefits, a financial planner will help you identify opportunities and risks to keep you on track toward your goals.
Key Financial Planning Focus Areas
The roadmap to achieving your financial goals and dreams involves analyzing several key areas, including:
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Retirement income
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Tax strategies
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Estate planning
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Insurance
Once we understand your unique story, we can recommend a customized investment strategy to help you reach your financial goals.
Fiduciary Advisory Services
Our financial planning professionals are fiduciaries, meaning they are legally and ethically obligated to act in your best interests. Your needs take priority over their own.
Our Experienced Financial Planners Strive for Your Future
You’re at the heart of everything we do at HORAN Wealth, where we’ve built strong relationships with our clients over the past 75 years. Financial planning is about partnership and collaboration, helping to develop strategies that support you, your loved ones, and your business on the path to financial independence.
When you partner with HORAN Wealth, you gain more than just a single financial planner--you benefit from the collective experience and knowledge of our entire team of wealth advisors.
Our dedicated professionals bring hundreds of years of combined experience and the resources needed to create an investment strategy tailored to your unique needs.
Our wealth advisors will be your skilled partners in managing complex income and benefits. Whether you’re seeking financial planning as an individual or as the head of your family, having an experienced advisor is crucial to identifying the right strategies that meet your needs and safeguard against unforeseen events.
You’ve put in significant effort to build your legacy, and we can help you preserve and pass it on. Protecting and transferring your wealth through estate planning and tax-efficient strategies is essential for providing for future generations, minimizing your tax burden, and enshrining your legacy through charitable giving.
Our comprehensive financial planning services offer well-rounded recommendations based on objective insights. We’ll take your goals into account while addressing your doubts and uncertainties, providing you with a clearer path to financial success.
Financial planning is for anyone seeking to align their values and dreams to achieve financial independence, including high earners, high-net-worth individuals, business owners, and families. At HORAN Wealth, nearly half of our team has been with the firm for over 10 years, ensuring that this experience works to your advantage.
At HORAN Wealth, we provide exceptional financial planning services to help you live your best life now and in retirement. Contact us today to discover how we can support you on your journey.