Unique Planning Challenges

 

 

Do you have a unique planning challenge? On the podcast, we often discuss how everyone is unique and make it a point to emphasize that there are no “one size fits all” solutions. This week we take it a step further and address a variety of scenarios that pose unique planning challenges that can sometimes complicate retirement. Tune in and make sure you have a Retirement Roadmap designed to create success in the retirement years.

 

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.