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
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Surprises
Making the most of surprises is a great reason to work with us.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.