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2021 Five Star Wealth Manager Once Upon a Goal A New Way to Look at Your Bucket List What is Guided Wealth Portfolios?
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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Saving Early & Letting Time Work For You

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Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Helpful Retirement Strategies for Women

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Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Retirement Income and the Traditional Portfolio

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Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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This questionnaire will help determine your tolerance for investment risk.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Savvy investors take the time to separate emotion from fact.

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Have you found yourself suddenly single? Here are 3 steps to take right now.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

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