THE FREEDOM TO SOAR
HELPING CLIENTS PREPARE FOR A BETTER FINANCIAL OUTCOME

SERVING THE GREATER QUAD CITIES AREA

CHARLIE HORAN

Investment Advisor Representative

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  • choran@redhawkwa.com

  • 563-823-1415

  • 2444 East Kimberly Road
    PO Box 985, Davenport, IA 52805

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Charlie has been serving the Quad Cities through the CPA firm Horan Barker Collins since 1982. Prior to starting that firm, Charlie worked for several years as a Pension Specialist for the Arthur Andersen Small Business Tax Group in downtown Chicago. A graduate of Notre Dame, with a degree in business, Charlie served in the Air Force for three years, including a year overseas in Korea. He has two graduate degrees — an MBA from the University of Iowa, and a Masters Degree in Taxation from DePaul.

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For several years, Charlie has been providing retirement planning and 401(k) program services as a division of Horan Barker Collins. Renaming that business Criterium Financial in late 2005 reflects a renewed and refocused commitment to the needs of clients with respect to personal and corporate retirement planning. The same staff will continue to provide the same level of service through Criterium Financial that plan sponsors have come to expect from Horan Barker Collins.

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OUR SERVICES
Public Sector Investor

In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.

Financial Planning

Wealth Management Picture

We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.

Wealth Management

Public Sector Investor

We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.

Retirement Planning

Legacy Planning Picture

We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.

Legacy Planning

Tax Planning Picture

We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.

Tax Planning

Insurance Picture

We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.

Insurance

RISK NUMBER

Get your Risk Number!

To get a reward, investors must be willing to accept some risk. That is the fundamental trade-off of investing; risk is involved with almost any investment.  Watch a short video to learn how powerful knowing your Risk Number can be. It takes five minutes and will help you manage your risk throughout your life. 

FIDUCIARYSHIELD™
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