Customized investment plans are based on your willingness, need and ability to take risks so you may achieve your goals for the future.
Outline the steps necessary to achieve your desired standard of living in retirement. We’ll evaluate existing retirement assets and different incomes, and create a plan that allows for you to reach your goal.
Coverage analysis and recommendations for your life insurance, disability and long-term care needs. We’ll look at current living expenses, expectations for paying off debt, and assess future education expenses.
For HORNE Wealth Advisors, long-term relationships are our foundation. Serving affluent individuals, families and business owners, HORNE works for you as an independent, registered investment advisor.
The HORNE process is focused solely on the client’s best interest, with objective advice from trusted wealth advisors. We do not offer commission-based investment or propriety products.