Rich is passionate about his business and his clients. With nearly 25 years of experience, Rich strives to build long-term relationships with the people he serves. Specializing in the wealth management needs of successful professionals and retirees, he has helped hundreds of families accumulate, prepare for and transition into retirement, and legacy plan for future generations. He guides his clients with integrity, clear communication, education and straight- forward solutions.
Rich is an independent financial advisor who joined Focus Financial in 2000 and previously was with New England Financial. He graduated from University of St. Thomas in 1986 with a degree in Business Finance and a minor in Corporate Fitness. Currently he holds the Financial Industry Regulatory Authority (FINRA) Series 6, 7, 63 and 66 registrations as well as Minnesota Life/Health license. Rich has been a member of the Financial Planning Association of MN (FPA) since 2008 and is a founding member of the Academy of Preferred Financial Advisors (APFA) since 2015.
You will most commonly find him swinging a hockey stick, running around outside or scribbling with a color crayon as he enjoys spending most of his free time with his young son, Gabriel and wife, Melissa. He also enjoys fishing, hunting, golfing, movies, working out and traveling.
Services & Experience
“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:
1. Determine your retirement goals and objectives
2. 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
3. Educate you on your options
4. Provide recommendations
5. Deliver a completed financial plan including an action list to support taking the next steps in achieving your goals and objectives
6. Review plan and goals at least once a year thereafter
Minneapolis MN 55413