Striving for Legendary Experiences That Leave You Confident & Secure
©HORAN 2022
A NOTE FROM BEN
At HORAN, we are passionate about delivering an experience that keeps our clients coming back year after year. We focus on building genuine, lasting relationships so you can feel confident about your investments, retirement and future. We are curious about our clients. It’s important for our wealth advisors to understand the story behind your goals so we can provide real, informed advice to recommend an approach that supports your individual and business needs.
The HORAN Way Since 1948, HORAN has been guided by five core values: integrity, commitment, accountability, corporate social responsibility and innovation. But what do those values mean in action? We follow 27 Fundamentals that describe how we live those values each and every day. They’re what set us apart and what make us leaders in our field. We call it, The HORAN Way. Structured for Success Your wealth strategy is based on educated, informed and dedicated application by our experienced individuals that go the extra mile to ensure the approach is prudently designed to meet your needs. Our team of credentialed and ethical advisors, with strong investment and portfolio management experience, serve ultra-high net worth to emerging affluent individuals, as well as corporate and institutional clients. Measurement Weekly Our teams track metrics with a focus on the best interest of our valued clients. We have weekly huddles to facilitate proactive communication and streamline project management with a strong focus on the client experience.
Ben Hardigg, CFP® 3
Vice President, Wealth Advisor BenH@horanassoc.com
PURSUIT OF LEGENDARY EXPERIENCES
GENUINE RELATIONSHIPS
STELLAR EXPERTISE
TRUSTED PARTNERSHIP
Focused on building lasting, genuine relationships. Wealth Management Safeguard your wealth with the help of a true partner who focuses on the details both big and small. Retirement Plan Consulting Develop, customize and implement a retirement plan for your business that maximizes your benefit dollars, while offering your employees an opportunity to build a foundation for financial success. Financial Planning Understand your current financial situation and the key risks and tax implications associated with longterm goals. Life & Disability Insurance Prepare and protect yourself and loved ones by leveraging the bridge of insurance during times of need. Executive Benefits Improve recruitment and retention of top-tier professionals with executive benefits, retention and incentive programs. Estate & Tax Planning Maximize planning opportunities to proactively manage your wealth strategies and learn what can be done to avoid or reduce some of the burden of estate taxes. Social Security & Medicare Receive expert guidance to navigate through the maze of options that will allow you to make informed choices relating to two major life decisions: Social Security & Medicare. Succession Planning Build a well-crafted succession plan using life insurance to guarantee continuity for seamless transition of leadership and ownership of your business ventures.
www.horanassoc.com / 800.544.8306 Horan Securities, Inc. (Horan Wealth Management) is dually registered as a Registered Broker/Dealer and as a SEC Registered Investment Advisor, member FINRA/SIPC. Horan Capital Advisors, an affiliate of Horan Securities, is also a SEC Registered Investment Advisor. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. The information herein has been obtained from sources believed to be reliable, but we cannot assure its accuracy or completeness. Neither the information nor any opinion expressed constitutes a solicitation for the 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. Investors should always review the history of any brokerdealer representative with FINRA at: https://brokercheck.finra.org/. Investors can also check information regarding any Registered Investment Advisor by obtaining a copy of Form ADV or Form CRS at adviserinfo.sec.gov. Investors should also review SEC investor resources at: https://www.investor.gov/.