Are you retired? Do you hope to retire someday? Do you have someone to help you get there and/or stay there?
I'm a comprehensive retirement planner. I advise people in areas such as when to claim Social Security, low risk/low volatility investments, Medicare, retirement income options, long-term care issues and necessary legal documents. In fact, I teach retirement planning classes held at Tarrant County College.
Typically when I have a chance to sit down with people they share things like;
"I've worked hard for a long time. I've been able to save a pretty good about in my 401k and other investments. But, I lost a lot in the early 2000's and lost even more in 2008. Fortunately, the market has come back both times, but I can't afford losses like that again."
Or, in other cases folks tell me they're worried about outliving their money in old age. In fact, that's the #1 fear I hear in my office. They know their 401k isn't a pension and don't know how to set up a retirement income stream they can't outlive.
I also hear from others who say, "I'm confused about how and when to take Social Security. I've paid my taxes into the system for decades and want to understand what options are available. I just don't know where to go for help."
I don't know enough about your situation, but, on the surface, is any of this relevant to you and worth a conversation? Give me call or send an email.
advisory services offered through Horter Investment Management, LLC, a
SEC-Registered Investment Advisor. Horter Investment Management
does not provide legal or tax advice. Investment Advisor Representatives
of Horter Investment Management may only conduct business with residents of the
states and jurisdictions in which they are properly registered or exempt from
registration requirements. Insurance and annuity products are
sold separately through Russell Meinen. Securities transactions for
Horter Investment Management clients are placed through E*TRADE Advisor
Services, TD Ameritrade and Nationwide Advisory Solutions.
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
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