Meet Our Team
For over 20 years, Horner Financial has been developing expertise as a planning firm. We help you recognize what goals are most important - then we help devise a plan to achieve them. As an independent advisor we don’t represent one company and that company’s products. Instead we have access to a large number of companies, and we’re able to shop the very best solutions to fit your unique situation.
We help create complete, written plans — dealing with all aspects of your personal financial needs. We present this plan in a binder that is yours to keep, and we revisit it regularly to ensure you’re staying on track. As transitions occur — and they will — we gladly meet with you to provide objective advice to help you avoid emotional reactions, and allow you to make the best financial decisions you can.
We help bring purpose and guidance to your financial story.
“You are familiar with the term “ROI", or "Return on Investment.” At Horner Finanical we also like to discuss your “Return on Life.”
In our experience, we have found that people who figure out the purpose of their money, and how they want it to work for them, get more out of life and have greater peace of mind.
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