Our Services

Financial Services

Wealth Accumulation Strategies

  • Fee-based Financial Planning
  • Retirement and Social Security Planning
  • Education Funding Strategies
  • Wealth Management
  • Mutual Fund / ETF Investing
  • IRA Consolidation/Rollovers/Pension Transfers
  • Pension Payout Alternatives
  • Fixed and Variable Annuities

Family and Wealth Preservation Strategies

  • Life Insurance and Risk Management
  • Medicare Supplement Coverage
  • Long-Term Care Insurance
  • Charitable Giving Strategies
  • Estate Conservation Strategies


Business Continuation/Key Employee

  • Deferred Compensation Plans
  • Executive Retirement Plans
  • Key person Life & Disability Insurance
  • Buy/Sell Agreement Funding
  • Disability Buy-Out Plans

Retirement Plans / Employee Benefits

  • 401(k), Profit Sharing Plans, 403(b) Plans
  • Defined Benefit and Defined Contribution Pension Plans
  • SEP and SIMPLE IRA Plans
  • Group Insurance (Health, Life, DI & Dental)
  • Health Savings Plans
  • Flexible Spending Accounts
  • Workplace Education

Leadership

When you work with a Financial Services Representative to design the best path for your financial future, your goals become our goals, which we strive to achieve together. I assist you in setting, monitoring, and meeting your goals through a spectrum of financial services, including long-term asset accumulation, preservation, and distribution strategies.

 

Securities and Investment Advisory services offered exclusively through Hornor, Townsend, & Kent, LCC (HTK), Registered investment advisor, Member FINRA/SIPC.

Fee-based financial planning services offered through Investment Advisor Representatives of HTK.