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2021 Five Star Wealth Manager Once Upon a Goal A New Way to Look at Your Bucket List
LPL Directors Club

LPL Directors Club

Craig J. Horvath recognized as one of LPL Financial's Top Financial Advisors

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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

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Ways to Supplement Your Medicare Coverage

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The ABCs of Zero Coupon Bonds

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Insuring Your Second Home

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Do Our Biases Affect Our Financial Choices?

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Retiring Wild: National Parks and You

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Get a snapshot of your overall financial picture by calculating your total net worth.

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Estimate how much home may fit within your budget based on income and expenses.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

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See how much you may need to save now to cover future college costs for your child.

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My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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