HORAN offers a range of investment products and a comprehensive suite of services to enhance your financial security.

Our team of experts provides guidance, insight, and investment monitoring with complete objectivity.

By focusing on your needs first, success will follow.

Retirement planning is increasingly complex. A host of investment options, combined with fluctuating interest, inflation rates and other variables, make it difficult to determine how much you will need, where you should invest, and who to turn to for assistance. The complex tax and legislative environment surrounding retirement planning compounds the confusion.

With retirement plans (such as IRA, pension, profit sharing, 401(k) and 403(b) plans), the timing and amount of withdrawals are critical in order to avoid additional tax penalties. And, if you have accumulated significant qualified plan assets you may face additional problems, including the “Double Tax Dilemma,” where the government can tax these assets twice.

We guide our individual and corporate clients through the confusion surrounding retirement planning.