What's Your Risk Number?
Knowing your risk number closes the gap between how you should be investing your money and how you actually are. Take this fun, short quiz built on Nobel-prize winning research from Riskalyze® today and discover your appetite for risk.Find My Number Now
"The Confidence to Move Forward"
We're here to help you transition into a new phase of life. Whether you want to retire on time or have experienced a divorce or loss of a spouse, we'll help you move forward with confidence.Explore Our Services
Sound Advice From a CFP®
A 20+ year veteran of the financial services industry, Jerri Hewett Miller is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Divorce Practitioner, and is actively involved in the Gwinnett County community.Watch Our Video
Welcome home to Wealth Horizon.
Give us a call. Come on over. Have a seat in our living room. Our appointments will feel like conversations with a close friend (who knows a lot about how to manage money). Our goal is not just to take care of your money, but to help you feel secure, confident and empowered through all of life’s transitions.
We’ll show you how money is a tool that, when used wisely, can expand your sense of independence and well-being. Whether you’re looking for help planning your financial future or navigating life transitions, together we will find the path forward for your situation.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
If you find it hard to attain personal life goals, there’s an app for that!
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Military families face unique challenges, making personal finance even more critical.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Ascertaining the value of your business is important for a variety of reasons.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
With alternative investments, it’s critical to sort through the complexity.
A special needs trust helps care for a special needs child when you’re gone.
When do you need a will? The answer is easy: Right Now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.