Phone: 205-444-1803

WHAT WE DO

Financial Discussion

 

Our approach begins by listening. We listen to your concerns and goals. We look at where you are and how you got here. We have to examine what is really going on with your financial life. That includes a hard look at your financials and your feelings – both are important. We know each person’s journey is different and you may need to focus on a special circumstance or some burning concern. Being independent allows us some flexibility in working with you, but the basic process remains the same. To learn more and start the discussion please contact us today.

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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 The Davis Insurance Agency.  Securities transactions for Horter Investment Management clients are placed through TCA by E*TRADE, TD Ameritrade and Nationwide Advisory Solutions.