The right plan begins with your vision.
As fiduciaries, we work with you to create custom financial plans that focus on strategy - not product - to help you achieve your goals no matter how simple or complex.
So whether you need help with one thing or everything, we're here for you. Learn about how we work with clients to see which solution fits your vision.
AS SEEN IN:
Working together for your future.
No matter how you choose to work with us, we start the process with a conversation about what's important to you. Understanding your vision of financial success is key to putting together the right solution for you.
And with both virtual and in-person meetings, we're there for you no matter where you are.
Step 1
Our First
Meeting
During our first meeting, we'll share our initial insights and suggestions based on your information. It's a chance for you to learn about us, our firm, and how we can assist you. This meeting usually takes 45-60 minutes and is free of charge.
Step 2
Phase
The Advice
Build your plan by choosing from any or all of the following:
Budgeting/Cash Flow Analysis
Education Planning
Estate Planning
Portfolio Review/Analysis
Retirement Income Planning
Step 3
Phase
Implementation
After the advice phase, you can implement your plan in the following ways. Click on the underlined plan to learn more!
Receive a plan but take full control of how and when you implement it.
Implement parts of your plan with our team of advisors.
Implement your entire plan exclusively with us as your sole financial advisors.
The Value of Working With an Advisor
Those who work with an advisor report substantially greater financial security, confidence, and clarity than those who go it alone*.
Planning and Progress Study,
Northwestern Mutual, 2019*
*not a reliable indicator for future success
1 Year in 1 Minute: 2023 Review
Stay up to date with markets, the economy, and inflation with this short video.
In this special edition, we will be detailing trending topics on the past year and what it means for your money.
As we turn the page to 2024, the mixed economic outcomes of the previous year not only reflect the uncertainties faced but also create a backdrop for potential transformations!
How To Ace Your Taxes This Year
Get ready for a smooth tax season with insights from our newest Client Classroom! Discover the secrets to hassle-free tax preparation through:
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Systematic document gathering and regular personal information updates
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Learning how contributing to retirement accounts can secure your financial future and uncover tips on maximizing tax benefits
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Making the right choices between tax preparation software and professional assistance
Take Control of Your Financial Life
We have combined our knowledge with the latest technology to give you the best of both worlds.
Our customized secure client portal allows you to keep track of everything so you always know where it is and how much it's worth.
Request a free 30 day trial to see why our clients love this platform.
Educating beyond meetings.
They say do what you love. Well, that's why we are passionate about educating clients and the public about "all-things-money"! Our managing director, John Caserta, appears on WTNH regularly, while we also host client-exclusive webinars monthly. Learn more by clicking below!
Compensation on Investment Advisory
We partner with portfolio managers to provide clients with investment advisory services. We receive a portion of the fee you pay them for the management of your portfolio – nothing else. Ever.
We are fiduciaries. So regardless of the portfolio manager you choose, we receive clearly defined compensation that you know about upfront.
Investment advisory services offered exclusively by Investment Advisor Representatives of Hornor, Townsend, & Kent, LLC. Please refer to the advisor's Form ADV Part 2b or the applicable Form CRS for complete details.
