My focus is helping individuals and families achieve their financial goals through holistic financial planning encompassing investment management, retirement income analysis, risk management, estate and tax planning. HORAN has served as a trusted advisor and thorough planner in the areas of ...more

My focus is helping individuals and families achieve their financial goals through holistic financial planning encompassing investment management, retirement income analysis, risk management, estate and tax planning. HORAN has served as a trusted advisor and thorough planner in the areas of life insurance for estate and business planning, employee benefits consulting and wealth management for over 70 years. Headquartered in Cincinnati, Ohio, with Regional Offices in Dayton, Ohio; Columbus, Ohio; and Ft. Mitchell, Kentucky, HORAN serves both corporate and individual clients in 40 states. HORAN has a strong regional presence with a national footprint. We bring the best services, resources and value to our clients through premier national partnerships with M Financial Group, United Benefit Advisors and Retirement Planning Advisory Group. Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN has built a reputation for delivering high quality products and services.less