Electing Your Retirement Advisor

Episode 215 of the The Retirement Roadmap Podcast podcast, hosted by Glenn Mosseller, titled "Electing Your Retirement Advisor" was published on April 9, 2021 and runs 16 minutes.

April 9, 2021 ·16m · The Retirement Roadmap Podcast

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Summary

What would you be looking for if you were looking to elect a retirement advisor? On this week's podcast we explore this question. What characteristics, philosophies, and strategies are important to find in a retirement advisor? If it were time for an election, who would get your vote? If you'd like to talk with Glenn about your retirement plans simply give us a call at (336) 291-3535 to schedule some time or visit ScheduleSomeTime.com to get on his calendar. Glenn is available for in person and Zoom meetings. As always, please remember to click the “Share” button and share our podcast with friends, family and colleagues. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser 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 Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.

Episode Description

What would you be looking for if you were looking to elect a retirement advisor? On this week's podcast we explore this question. What characteristics, philosophies, and strategies are important to find in a retirement advisor? If it were time for an election, who would get your vote? If you'd like to talk with Glenn about your retirement plans simply give us a call at (336) 291-3535 to schedule some time or visit ScheduleSomeTime.com to get on his calendar. Glenn is available for in person and Zoom meetings. As always, please remember to click the “Share” button and share our podcast with friends, family and colleagues.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser 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 Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.

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