Our mission is to improve people’s lives by leading them through the financial maze of life with advice specific to their retirement needs.
“Where do I want to go?” That’s the most important question we ask people.
“What state are my finances in right now?” We need to know where you are to help you get where you want to go.
“Can my adviser help me build a plan for the next year, and the next three to five years?” There’s always many roads to get you where you want to go. Our job is to give you several routes to consider then tell you which one we feel is the best one for you. We drive the car while you enjoy the ride.
“Will my adviser be there for me?” Yes, we have your back. We will coach you along the way to put everything in place. We will encourage you to stop worrying and live your life. The life you’ve always dreamed of. “Is the plan continuing to work? Will my adviser help me adjust my plan based on life circumstances?” Of course! Change is constant. As life happens, so will your needs. Our group will work with you to update your plan as needed. Don’t worry, be happy!
Call us today at 817-585-1590
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Insurance and annuity products are not sold through Horter Investment Management, LLC (“Horter”). Horter does not endorse any annuity or insurance products nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies. All product guarantees depend on the insurance company’s financial strength and claims-paying ability.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 19434 - 2019/10/28 The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.