Your Customized Plan

This week we discuss the importance of having your own customized retirement plan. All too often pre-retirees and retirees end up with a one size fits all retirement plan. It's important to take into account the unique aspects of your goals and desires, as well as, your concerns. Your retirement plan should be customized to fit your needs and should be revisited from time to time as different aspects of life change. Join us for a few minutes to listen and evaluate whether or not you have a plan that is customized to fit your unique circumstances.

 

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.