HORAN provides personalized solutions to grow, protect and transfer wealth. Our team of experts provides ongoing guidance, insight and investment monitoring with complete objectivity.
Frequently, our wealth managers discuss current Market Conditions. Read the August 2011 commentary.
For individuals, we coordinate relationships and strategies with attorneys, accountants, private banking representatives and other advisors. Instead of treating assets as individual elements, we organize, plan and manage them as a collective whole so they work to achieve a common objective – meeting our clients’ long-term financial goals.
For corporations, HORAN’s Corporate Retirement Planning Consulting team offers objective advice, custom products, quality service and practical ideas about qualified retirement plans. With the complexities of new pension laws and the desire of employers to hire and retain valuable employees, more employers are seeking experienced and knowledgeable professionals.
We understand that there are many reasons to accumulate wealth for the future. HORAN Wealth Managers never forget it's about more than your wealth, it's about your life.