HORAN Retirement Advisors - Differentiation


Our collaborative approach to planning sets us apart from our competitors, but our true strength lies in our team itself. The HORAN team offers more than a century of cumulative planning and investment experience and knowledge. We offer objective, value-driven advice, custom products, personalized service and practical ideas. Every HORAN advisor is licensed by the Financial Industry Regulatory Authority (FINRA) with additional certifications in their individual areas of expertise, including Certified Financial Planner and Accredited Investment Fiduciary designations.

We are committed to offering objective advice, while providing full disclosure concerning commissions and fees receive from plan sponsors and providers.

Why choose HORAN Retirement Plan Consultants? It's an easy choice:

Smart Retirement Plan Design Ensures Your Reputation –  We recognize the importance and value of a smart, customized retirement plan to secure retirement readiness, enhancing your reputation with your employees and in the marketplace.

Impeccable Ethics and Integrity – The highest ethics are embedded in HORAN’s core values. In fact, we are a founding member of the College Center for Ethics, staying a step ahead of industry trends and providing an extra value to our clients.

Fiduciary Support – We always work in the best interest of our clients, which is why we acknowledge our Fiduciary or Co-Fiduciary status in writing, taking on that risk with you.

In-House Compliance Department – Our Chief Compliance Manager and in-house Compliance Team provide you with specialized expertise, value and support.

HORAN's Financial Resource Center – An interactive online tool designed to help guide your employees through all stages of their financial life, with the achievement of Financial Wellness as the end goal.

Retirement Plan Advisory Group (RPAG) – Our RPAG partnership, a professional alliance of top industry advisors, keeps our team on the cutting edge of national best practices in all aspects of retirement readiness including knowledge, expertise, ingenuity and technology.