Professional Advice to Help You Plan with Purpose
Managing Your wealth
Meet Our Team
For over 20 years Horner Financial has been working closely with families providing wise advice on all aspects of their financial planning. We help provide peace of mind knowing you’re as financially prepared as you can be; bringing purpose and guidance to your unique financial story.
Excellent Service.
Trustworthy Advice.
Working Towards Your Goals
How We Help
Guided Advice on
Financial Decisions
Preparing for
Retirement
Wise Financial Investments
Insurance Coverage to
Match YOUR Needs
Wealth Transfer and
Charitable Giving
Planning for
Post-Secondary Education
Step 1 Discover
The first step of that process is asking the right questions to get the right picture of your overall situation.
“Where are you today?”
“What’s most important?”
“What are your possibilities for the future?”
Step 2Propose
Our team will put together a written plan in an organized binder that is yours to keep. We give it to you in a binder so we can revisit it often, and you can use this binder to organize other financial documents as you receive them - such as statements, insurance papers, etc.
Step 3Implement
When you feel confident with the proposal, we will help put these plans into action. We will phase in the investment recommendations, send transfer forms, consolidate assets -- whatever makes the most sense. We may also help apply for appropriate insurance as needed.
Step 4Monitor
The last step is to monitor your progress according to your plan, making adjustments and navigating changes as they occur. Regular check-ins and review meetings ensure you’re staying on track and that I’m up to date on your current situation. Some of the suggestions we propose will be put in place in the future, so we will continue to monitor your financial timeline.
Life is full of transitions.
While some changes are predictable – like kids going off to college or retirement – many are not. As an guide we want to help you make the wisest decisions you can and avoid making emotional or short-sighted decisions at these important times.
Here to Help Reach Your Goals
Meet Our Team
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