OUR MISSION
It is only through this combination that financial peace of mind can be reached. In this way and many others, we are unique in the way we look, the way we act, the way we sound and the way we feel to all of our clients.
Jensen Financial Group's primary goal is to continually protect our client's assets while improving their financial position. We accomplish these goals through a blend of financial services that are tailored to each person's specific financial needs. Innovative and effective retirement and estate planning can help individuals reduce their financial risk, save tax dollars, protect assets from long term care costs, avoid probate and provide the path to attaining financial peace of mind in retirement.
One of our core beliefs is that while we want to concentrate on the estate and financial needs of our clients as a whole, we also must concentrate highly on long-lasting, meaningful relationships.
JENSEN FINANCIAL GROUP
We provide unique retirement solutions to the challenges faced by individual investors who desire to protect and shield their assets and ensure they do not outlive their finances.
© 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.