As a fiduciary I am required to always act in your best interests, and as a professional planner, it's my job to be familiar with all types of possible solutions and financial vehicles. In short, I have no interest in selling any particular product or any affiliation with a particular company. I work for my clients.
concerned that your tax bill is too high?
tired of watching your nest egg decline by significant amounts every 5-7 years?
wishing you could find more free time?
looking for ways to help protect yourself against litigation that could destroy all you have worked for?
worried that Uncle Sam is going to enjoy your retirement more than you are?
If any of the above describes you and you'd like to get a question answered then just click the button below and we'll be in touch.
p.s. we have the ability to meet virtually regardless of your location! Give us a shout!
Like this blog? Fill out the form and get e-mail updates. Don't miss out!
You should always consult an attorney or tax professional regarding your specific legal or tax situation. NavStar Financial Services is not engaged in the practice of law. Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value. Insurance and annuity products are not sold through Horter Investment Management, LLC (“Horter”). Horter does not endorse any annuity or insurance products nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies. All product guarantees depend on the insurance company’s financial strength and claims-paying ability.
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor 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 NavStar Financial Services. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Company.
Copyright 2016 NavStar Financial Services
Contact Us Today!
NavStar Financial Services
219 Williamson Rd. Suite 2202 Mooresville, NC 28117