Stay informed about your
financial health
Stay informed about your financial health
Blog
With summer in full swing, it’s the perfect time to review and update your financial plan.
A midyear check-in is invaluable, offering the chance to spot and resolve any issues. Here are some helpful tips to ensure you’re on track for the rest of the year. 1. Review Your Budget: Take a moment to assess your current spending and make adjustments. Managing...
Key Provisions of the SECURE Act 2.0
We are one year into SECURE Act 2.0 (Act or 2.0), passed at the end of December 2022, and the opportunities and confusion continues. With more than 90 provisions that are being phased in over the next 10 years, It’s important to review the newly effective provisions...
Why an Estate Plan is a Crucial Piece of Your Financial Plan
While many find it anxiety-provoking to think about, creating a legally binding plan to distribute your assets after your death ultimately provides you with peace of mind. While we encourage you to sit down with a legal professional, we also want to provide some...
Work with Certified Industry Professional
Jerrí Hewett Miller CFP®, RICP, BFA
As Seen In



As Seen In






Are you seeking the confidence to move forward?
Schedule some time with us to talk and see if we’re a good fit for each other.
WEALTH HORIZON INC.
Office: (770) 840-8440
Email: lynn@wealthhorizoninc.com
Email: dan@wealthhorizoninc.com
Email: jerrí@wealthhorizoninc.com
200 Ashford Center North, Suite 400
Atlanta, GA 30338

