Three Retirement Truths Every Business Leader Should Understand
Recently, Rachele Wolf, CPFA™, was named to the 2025 Top Women of Excellence list by the National…
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Build a Thriving Business and Secure Your Personal Legacy.
HORAN Wealth partners with you to integrate personal and business strategies—so your company grows stronger and continues to thrive in the future.
EXPLORE INTEGRATED BUSINESS SOLUTIONSOur Commitment to You
Strategic Partnership for Growth & Continuity
Your Business Is More Than an Asset—It’s Your Legacy
From succession, executive benefits, retirement, and risk we help your enterprise, employees, and life's vision.
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Attract & Retain Top Talent
Design competitive retirement and incentive programs that attract and reward excellence, including retirement, executive benefits, and other compensations.
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Succession & Transition Planning
Protect continuity and ensure smooth ownership transitions with expert guidance, including insurance and retirement.
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Integrate Business & Personal Wealth
Create unified strategies for growth, liquidity, and long-term security, including financial, succession, and estate planning.
Tailored Solutions for Your Business
Comprehensive Financial Services for Business Owners
Solutions That Strengthen Your Company and Your Future
Whether you’re scaling, transitioning, or protecting what you’ve built, HORAN Wealth provides specialized strategies designed for businesses like yours.
Executive Compensation & Benefits
Attract, reward, and retain exceptional leaders with strategies that align purpose, performance, and loyalty.
- Create incentive and deferred compensation plans that drive long-term value.
- Strengthen culture and continuity through executive benefit programs.
- Reward commitment with benefits that empower leaders to stay and grow.
Retirement Plan Consulting
Empower your employees’ future with plans that strengthen your culture and attract top talent.
- Design competitive retirement plans that attract and retain key talent.
- Provide fiduciary oversight and training that protects both you and your employees.
- Engage employees through education that builds financial confidence and long-term participation.
Financial Planning
Align your personal, professional, and retirement goals with integrated fiduciary guidance.
- Translate business success into lasting personal wealth through coordinated financial, tax, and estate strategies.
- Work with HORAN’s advisors to create a personalized plan that supports your goals—before, during, and after a business transition.
- Connect seamlessly from your company’s retirement plan to your family’s broader financial future with ongoing stewardship and insight.
Risk Management & Business Insurance
Protect your operations, assets, and people with tailored coverage and proactive planning.
- Safeguard operations with tailored protection for your unique business risks.
- Secure assets and employees through comprehensive insurance strategies.
- Ensure business continuity with proactive insurance planning for unexpected disruptions.
Business Succession Planning
Plan business valuation, ownership transitions, protect continuity, and preserve your thriving business.
- Plan ownership transitions that safeguard both your company’s strength and your family’s legacy.
- Coordinate with your CPA, attorney, and valuation professionals to align every step of your exit or continuity strategy.
- Benefit from HORAN’s fiduciary perspective and decades of stewardship, helping owners prepare their business—and themselves—for what’s next.
Estate Planning
Integrate family and business goals to preserve wealth, minimize taxes, and secure your legacy.
- Preserve your wealth and minimize taxes through thoughtful estate planning.
- Coordinate family and business advisors and transitions to protect what you’ve built.
- Create clarity and peace of mind with plans that secure your legacy for generations.
Your Business's Financial Journey
A Practical Plan
A Clear Path to Integrating Your Business and Personal Goals
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STEP 1 Understand Your Needs & Goals
We take time to understand your company’s financials, goals, and the legacy you’re building—clarifying where your business and personal priorities intersect.
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STEP 2 Integrated Strategy Blueprint
Together, we design a unified business, financial, and estate plan for growth, succession, and personal wealth.
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STEP 3 Implementation & Execution
From corporate benefits and compensation structures to ownership transitions, we put your plan into action with precision and collaboration.
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STEP 4 Proactive Oversight & Evolution
We review and refine regularly, adjusting to new opportunities, tax laws, and market shifts—providing continuous guidance throughout your journey.
Meet Your Business Team
A team of specialized experts who guide you each step of the way.
“Serving HORAN Wealth clients means more than designing insurance plans; it’s about being a trusted advocate and strategic advisor.”
Gregory L. Hoernschemeyer, CLU®
Vice President, Sr.
“I find it incredibly rewarding to take the complexity of retirement plans off our clients’ shoulders so they can focus on growing their business, while knowing we’re helping their employee build a more secure future.”
Kelsey Contadino, CPFA™
Retirement Plan Consultant, Client Relationship Management
“HORAN Wealth is where trust and responsibility come together to help protect what matters most to our clients. We are the quiet strength behind our client’s peace of mind.”
Meghan Beach
Underwriting Manager
“'Do what’s best for the client,' our first fundamental encompasses listening, guiding, and acting with integrity, all of which puts our clients’ best interests first.”
Paul A. Carl Jr., CPFA™
Retirement Plan Advisor, Vice President, Client Relationship Management
“Financial freedom isn’t built overnight—it takes the discipline to save and the patience to invest. Every small step a person can take today is a giant leap toward tomorrow’s security.”
Rachele Wolf, CPFA™
Senior Vice President, Retirement Plan Consultant, Client Relationship Management & New Business Development
“To be blessed is to recognize the quiet abundance that surrounds you—and to be truly fortunate is to never take it for granted.”
Rita Macke, FLMI, ACS, DIA
Relationship Manager, Registered Representative
“I’m passionate about working alongside companies to manage risk thoughtfully while helping employees take meaningful steps toward long‑term retirement confidence.”
Stephanie Day
Vice President, Business Development, Retirement Plan Consulting
Stay Informed. Stay Ahead.
Expand your financial knowledge with the latest insights on investing, private wealth, retirement, insurance, and business.
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Partner with HORAN Wealth to protect what you’ve built—and plan for what comes next.
Free Guide: Executive Compensation & Retention Toolkit
Get practical ways to keep your top talent engaged and committed with incentive plans built to support your company’s success.