What It’s Like To Become A Client

We often get the question of what is it like have an advisor or what's it like to become a client? This is one of the most important topics to understand when preparing for or living in retirement. So on the podcast this week we discuss this question in depth.  Take a few minutes to listen in as we review expectations and a variety of additional questions that often come up when working with an advisor. An advisor should be focused on you and helping you design your retirement years. If you'd like to get together to discuss your personal Retirement Roadmap – give us a call.

 

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.