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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Retirees traveling abroad need to know that their health insurance travels with them.
How long does a $20 bill last?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
When should you take your Social Security benefit?
The decision whether to buy or rent a home may have long-term implications.
It's easy to let investments accumulate like old receipts in a junk drawer.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A bucket plan can help you be better prepared for a comfortable retirement.
It’s never a bad time to speak with your financial advisor about changes in your situation.