Things Your Advisor Should Be Doing

Is your advisor helping you with all the things that will impact your financial life? This week we discuss the areas of your financial life that are not always addressed by all advisors. Often times some advice can have unintended consequences when your entire financial life is not being considered when decisions are made or advise is given. Join us for a few minutes and determine for yourself whether or not you might have some areas of your financial plan that are not being addressed.

 

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.