Broker Check

Wealth Planning

"Be faithful in the little things… and you will be given more to manage."

 -  LUKE 16:10

Our team of professionals will design a wealth plan that evaluates your current financial situation by analyzing your income and expenditures to identify how you will pay the bills each month and seek your financial goals. We provide regular reviews and modifications, assuring that your wealth plan is current and dynamic.

Horvath Planning & Wealth Management is experienced in addressing the emotional and financial impact and relationship aspects of life transitions and asset transfers including these three areas of emphasis:

  • Life Transitions
  • Business Transitions
  • Generational Transfers

For Individuals

Horvath Planning & Wealth Management also provides focused planning as part of your holistic financial plan, which includes the following components:

Determine your Riskalyze Number: The individual risk number aligned with an expected rate of return designed to help you work toward achieving your goals and objectives.

Personalized Cash-Flow Based Planning: Narrowly tailored to identify and address your specific goals and objectives.

Risk Management Planning: Comprehensive analysis of life, disability, long-term care and other risk management solutions.

Social Security Analysis: Custom analysis of every Social Security claiming option available.

For Businesses

Do you know what your business is worth? Do you have a succession plan in place should something unexpectedly happen to you? How will the sale of your business affect your retirement?

These are the questions that Horvath Planning & Wealth Management can help you answer. Through focused planning, a team of financial professionals can help you determine an accurate valuation of your business to incorporate into your personalized financial plan. 

Ask your advisor to schedule a meeting with the members of our Level Four® Group in partnership with Carr, Riggs & Ingram Capital, LLC to receive a complementary detailed business valuation.

Through your holistic wealth plan or focused plan, you’ll be equipped with the proper resources to identify your goals and we help you on your path toward achieving your goals.

*Level Four® Group and Carr, Riggs & Ingram Capital, LLC are not affiliated with LPL Financial. You are under no obligation to use the services of any of the the entities shown, and may choose any qualified professional to provide business valuation services. LPL Financial, HPWM, and LFAS representatives do not offer business valuation services.

“Your financial security is our business.”  

- Craig Horvath