Since 1992 Rich Hornung has worked as an independent financial planner to provide customized financial planning, specializing in retirement and estate planning for high net worth individuals. He graduated from University of St. Thomas in 1986 with a degree in Business and Finance. Currently he holds the Series 6, 7, 63, and 66, registrations as well as Minnesota Life/Health license.
He enjoys fishing, hunting, golfing, traveling and spending time with his wife, family and friends.
“My job is to educate my clients and provide them with alternative choices while guiding them to make smart financial decisions. In essence, I work with affluent and busy people helping them organize their financial life.”
- Rich Hornung
I do this through a six-step comprehensive financial planning process:
Determine your retirement goals and objectives
Review your current financial picture by discussing six critical areas of financial planning:
· Cash Management
· Risk Management
· Investment Strategies
· Tax Planning Strategies
· Retirement Planning
· Estate Planning
Educate you on your options
Provide recommendations
Deliver a completed financial plan including an action list to support taking the next steps in achieving your goals and objectives
Review plan and goals at least once a year thereafter
*Presented to 7% of wealth managers with five years of experience in the financial services industry located within a market area. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf
Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered
investment advisor.
