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Marc Horner, CFP®, CIMA

UBS Financial Services

One Tower Lane
Oakbrook Terrace, IL 60181
Phone: (630) 572-2259

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Household Income Minimum: $200,000
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.