Insights

Selecting A Trustee

By: Keith Prince & Andrea Costa

Keith Prince engages in a discussion with Andrea Costa, Esq, emphasizing the significance of trustee selection.


The content of this blog is offered by HORAN Wealth Management, an SEC registered investment advisor. Ms. Costa is an employee of HORAN and a recognized expert in Estate planning but does not manage investment advisory solutions. This information is not intended as legal advice or as a substitute for the particularized advice of your own counsel and should not be relied upon as such, as the advice appropriate for you will be dependent upon the particular facts and circumstances of your situation. The transmission or receipt of this information does not create an attorney-client relationship.  We provide links to other sites that we believe may be useful or informative. These links to third-party sites or information are not intended as and should not be interpreted by you as constituting or implying our endorsement, sponsorship, or recommendation of the third-party information, products, or services found there. Neither the information nor any opinion expressed constitutes a solicitation to use our services or to purchase or sale of any security. Any reference to past performance is not to be implied or construed as a guarantee of future results. Market conditions can vary widely over time and there is always the potential of losing money when investing in securities. HORAN and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only and is not intended to provide and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

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The People Behind Your Plan

A team of specialized experts who guide you each step of the way.

“I love helping families navigate complexity, solve challenges together, and build a shared vision for the future.”

Andrea D. Costa, Esq.

Vice President, Wealth Strategy & Financial Planning

MEET ANDREA

“I absolutely love the trust we earn through the expertise and support of our team, guiding leaders to make well-informed strategic decisions.”

Michael D. Napier

Managing Partner, Wealth Advisor, Registered Principal

MEET MICHAEL

“Helping my clients navigate the complex financial world we live in and protecting their lifestyles is very personally rewarding.”

Mark A. Bennett

Principal & Portfolio Manager

MEET MARK

“Seeing the 'a-ha' moment in clients’ eyes as the years of planning have turned into the realization that they can live and prosper with spouses, family, and friends in the retirement they had hoped for and planned is beyond words.”

David Lohre, AIF®

Vice President, Wealth Advisor, Registered Representative

MEET DAVID

“I love creating tailored financial plans for clients, as it supports their goals and provides clarity for their future. It’s fulfilling to see clients gain confidence through a well-structured financial roadmap.”

Keith E. Prince, CFP®

Director of Financial Planning

MEET KEITH

“I find it incredibly rewarding to take the complexity of retirement plans off our clients’ shoulders so they can focus on growing their business, while helping their employee build a more secure future.”

Kelsey Contadino, CPFA™

Retirement Plan Advisor, Client Relationship Management

MEET KELSEY

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