No matter where you are on your path through life, Jensen Financial Group can guide you in your financial decisions every step of the way.
We can assist you on your journey to and through retirement and provide comprehensive guidance on Wealth Management, Retirement, Income and Estate Planning strategies.
On your journey through life, be sure to plan ahead and put away enough money to afford your financial dreams. It’s never too early to start saving for your future, and it’s never too late to start planning. If you’re just beginning your journey to retirement, consistent saving and strategic investing is where you should begin.
As you begin your transition into retirement, make sure your retirement plan is packed full of the necessities. This is the time to protect your accumulated wealth and plan ahead for whatever retirement may bring. As your golden years approach, you must make important financial decisions that could impact the quality of your life as you age.
An income plan can help you to ensure your assets can go the distance in retirement. To turn your savings into a secure and reliable income stream you must strategize when and how to withdraw from your retirement savings.
An estate plan works to shelter assets from unnecessary taxes and fees and efficiently transfer those assets to your family in the most effective manner. In order to ensure your final wishes are honored, it’s important to create an estate plan that will help you preserve your legacy and assist your beneficiaries during the transition process.
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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, TD Ameritrade and Nationwide Advisory Solutions.