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.
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.
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Need help with a specific issue?
This solution is designed for clients seeking help with specific questions about one or several financial planning topics.
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DIY
Ready to bring it all together?
This solution is designed for clients seeking a single source to create, implement, and manage a holistic financial plan.
360
Wealth
Need help getting started?
This solution is designed for clients who seek the creation of a custom financial plan based on their goals but prefer to implement it on their own.
OnePlan
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
Hosting Client Events
We believe a strong relationship with clients means getting to know them.
That's why we host our client events! When you're a financial advisor, it's important to have a strong sense of the community you're serving. We know that, so we offer regular client events in which we can get together, share ideas and experiences, and build relationships.
Family Cookout | April 2022
We hosted a family cookout at the Owenego inn to provide a chance to connect with our clients and their families!
North Haven Concert | July 2022
We attended the summer concert series on the North Haven Green for a great night listening to an Eagles tribute band!
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.
