Our Firm
For over 25 years, Horvath Planning & Wealth Management has provided comprehensive financial advice and an impressive depth of experience in financial planning, investment planning, insurance, and estate planning for individuals, families and business owners.
Whether you are looking to pursue a higher purpose for your wealth or design a lasting legacy for you and your family, our team of tenured and credentialed industry specialists offer a vast network of service providers, investment strategies and a passion for serving you.
Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.
Working as fiduciaries to our advisory clients, it is our legal duty to put our clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Our name and reputation reflect the high standards we and our industry have and the personalized work we do for the people we serve.
"People don't really care how much you know, until they know how much you care"
- JOHN MAXWELL
Helpful Content
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.