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The Horner Group, LTD, is a financial advisory firm assisting individuals and businesses with financial and retirement planning. Located in Rolling Meadows, IL, this company serves the northwest suburbs of Chicago, including Arlington Heights, Buffalo Grove, Prospect Heights, Des Plaines, Schaumburg, Barrington, Palatine, Deerfield, Wheeling, Downers Grove, and Mt Prospect. The company was founded in 2005 by Randy Horner, who has an MBA from the Keller Graduate School of Management.
This company offers a Three Step Review of their clients' finances before making financial decisions. The first step is a review of the client's tax review to uncover issues such as phantom income taxation, incorrect usage of taxable and tax-deferred strategies and missed opportunities for offsetting gains and losses. This step is meant to lower taxes and provide more income which can be invested. The next step is an income analysis to determine whether the client is using his or her income properly and whether there is a more tax-efficient method to use income. This step determines whether the client will have enough income to meet future needs based on inflation. The third step is a risk analysis to ensure that the investment risk exposure is one that the client is comfortable with and is suitable for the investment allocation strategies used.
Services available from this company include retirement planning, financial planning, investment planning, asset protection, tax planning, estate planning, IRA legacy planning, trusts, life and long term care insurance, tax preparation, charitable giving, and IRA and 401(k) rollovers.
Visit the website for The Horner Group, LTD, to learn more about the company's Three Step Review, read about the services available, and contact the company to discuss financial planning and tax preparation services.
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A BBB Accredited Business since
BBB has determined that The Horner Group Ltd. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for The Horner Group Ltd. include:
- Length of time business has been operating
- No complaints filed with BBB
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
Illinois Department of Insurance
100 W. Randolph St. Suite 9-301, Chicago IL 60601
Phone Number: (312) 814-2420
Type of Entity
Business ManagementMr. Randy T. Horner, President Mr. Randy Horner, President
Taxes - Consultants & Representatives Investment Advisory Service Financial Advisor Support-Wealth Management Retirement Planning Service Tax Preparation Services (NAICS: 541213)