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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Here's a breakdown of how the federal government spends your tax money.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A look inside the U.S. government's statistics on household net worth.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How do the markets usually react to elections? Was the 2016 election any different?
You’ve made investments your whole life. Work with us to help make the most of them.
If you died, what would happen to your email archives, social profiles and online accounts?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A bucket plan can help you be better prepared for a comfortable retirement.