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
Introducing the 530A Accounts
An article explaining 530A Accounts.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.