JENSEN FINANCIAL GROUP
A comprehensive financial services firm dedicated to providing you peace of mind, to get you to AND through retirement.
We help our clients
Create and safely grow wealth for retirement
Protect their life savings from unnecessary taxes, risks and fees
Transition their estate to loved ones when the time comes
Plan distribution of assets while securing a reliable retirement income
Consider us your financial guides on your wealth and retirement journey.
Take the first steps to securing your financial goals witH
JENSEN FINANCIAL GROUP
© Jensen Financial Group. All rights reserved. · Designed by Erika Maram
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 Jensen Financial Group. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab & Co., Inc., and Nationwide Advisory Solutions.