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.Meet Our Team
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.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Learn when it may not make sense to file a claim on your home insurance.
Here are some simple and inexpensive energy-saving tips that may help you save money.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Making the most of surprises is a great reason to work with us.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
There are things you can do to keep yourself safe when you lose your wallet.
Are you ready for retirement? Here are five words you should consider.