Our team has the know-how and the heart to help you.
Not everyone who manages money has your best interests at heart. We do. That means we put your needs ahead of ours. Acting in your best interest is our best interest. We’re an advisory firm. As fiduciaries, we're obligated to act in your best interests. Because we’re independent advisors, we can build you a financial portfolio that reflects your needs, wants and desires. We’re here for you.
Russell Meinen,CLU,ChFC Partner, Investment Advisor
Russ has been helping retirees and pre-retirees plan their “second life” for over 30 years. Being an Investment Advisor Representative with Horter Investment Management, LLC, Russ serves in a fiduciary role to his clients. He specializes in retirement lifestyle planning with an emphasis on money management and lifetime income. He introduces his clients to a new way of thinking about money, investing, and retirement planning. This gives them the freedom to focus on what’s important in their life. Furthermore, he’s also proficient in developing and implementing estate planning strategies by working closely with experienced CPA's and attorneys. Russ is Past President of the two local chapters of financial services organizations. On a personal note, Russ has been actively involved with Bible Study Fellowship (BSF) for many years. Russ and his wife Jackie have one daughter, Katie, who along with son-in-law J.T. has given them three beautiful granddaughters. Russ has strong roots in Fort Worth as a resident since 1978.
Laurie has been assisting individuals with their insurance and investment planning needs for over 15 years. Laurie enjoys helping clients determine their retirement income goals, expenses, budget, and the actions and decisions necessary to achieve their goals. Planning for the future allows individuals to enjoy retirement and to focus on what is important in life. Russ and Laurie became partners in our business in 2018. On a personal note, Laurie has been married for 25 years and has 3 children and recently gained a daughter-in-law. Over the years, Laurie has enjoyed volunteering in her children’s various activities that include high school band, sports, cheerleading as well as being a member of the Colleyville National Charity League for the last 6 years.
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.