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

04/16/2026

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.

04/02/2026

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

03/26/2026

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.

03/19/2026

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.

https://bit.ly/4buVOSz.

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...

03/18/2026

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.

03/12/2026

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.

https://bit.ly/4uIAylp

02/26/2026

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.

02/12/2026

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.

01/21/2026

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

01/14/2026

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

12/26/2025

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

12/04/2025

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.