William H Horan IV, AIF, CLU, CEPA -Fortis Lux Financial

Ready to take the leap into homeownership? From job security to credit scores, there’s more to consider than you might think. Before you begin touring, let’s talk about what you might need to be prepared.

Make the most of your bonus or tax refund. Let’s explore ways to help fuel your long-term financial growth.

Charitable giving may enable you to keep more of your hard-earned income. Work with me and a tax advisor to explore strategies for your situation and giving goals.

Annuities are a great way to allow your savings to grow tax deferred. Let’s discuss how to keep as much money in your pocket as possible.

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Benefits of tax deferral This video explains the benefits of tax deferral and describes the differences between a tax-deferred investment and one that is taxed each year.Tax deferral...

Tax season means navigating unique considerations, such as how family planning or healthcare expenses may factor into your overall financial picture. Contact me to explore strategies to help you feel prepared for this year’s return.

Explore tips that could help reduce taxable income or identify potential tax credits — then connect with me and your tax advisor to see what applies to you.

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Having a will, retirement plan, and insurance coverage in place can help ensure your family’s financial well-being. It’s never too early to start.

Let’s discuss ways to help protect your loved ones now and into the future.

Love is in the air and building a life together starts with a solid foundation. Before taking your relationship to the next step, talk with your partner about these important financial considerations. Then, let’s connect to create a financial future that aligns with your love story.

Your financial goals deserve a strategy. Let’s build it together — reach out now and make this year count.

January is the perfect time to reassess your financial goals and consider the best strategy. Reach out today to get started.

If you have a break before the New Year, start checking things off your estate planning to-do list. Then let’s connect.

If you’re stressed about spending during the holidays, you’re not alone. Here are a few tips to help you stay out of debt this holiday season.