Technology & Financial Planning

 

How does the ever changing world of technology effect financial planning? New technology influences nearly every aspect of our lives, including financial planning. Take a few minutes to listen in as we discuss different ways technology can play a role in your finances and your journey along the Retirement Roadmap.

 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser 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 Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.