Our Knowledge.

Your Vision.

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Advisors in Personal Finance.

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How We Work

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.

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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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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.

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Our Process

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.

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.

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Your request has been received and we will be reaching out soon to get you set up.

The Value of Working

with an Advisor

Those who work with an advisor reports substantially greater financial security, confidence and clarity than those who go it alone.

66%

31%

No Advisor

With Advisor

Percentage of people who say they feel very financially secure.

Planning and Progress Study, 2019 Source.

Join Our

Seminar Series

We believe education is the foundation of a healthy and successful financial life.

 

And that education should not come with a sales pitch or a price tag.

 

So we have created instructional classes focusing on fundamental financial planning topics. And we deliver these classes at no cost to the host or the attendees.

Find out more about how you can empower your group.

Thank you for your request.

We will be reaching out shortly.

Below are some of the topics we have used in our seminar series.  We are constantly adding new trending topics to our seminar series that will benefit our audience. 

Basics of Investing

Debt Management

Protecting Your Assets

Budgeting & Managing Cash Flow

Diversifying Your Retirement Income

Special Needs & Estate Planning

Building Savings

Investing for the Future

The Model for Financial Success

 
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How We Get Compensated

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Investment Advisory Services

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.

Meet Our Team

Our advisors and service professionals work as a team to help you realize your vision of financial success. Even our four-legged friends often sit in on meetings to make sure we're all working towards achieving your goals. Click below to learn more about our team members.

Our Advisory Team

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John Caserta, ChFC

Managing Director

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Nathalie Edeen

Associate Advisor

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Amy Crookshank

Financial Advisor

Our Service Team

Bob De Jongh, Retired Founding Partner of Caserta & de Jongh, LLC

Bob De Jongh

Retired Founding Partner

Holly Calandra

Investment Specialist

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Jennifer Setaro

Insurance Specialist

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Gimli, The Goldendoodle

MVP of Client Appreciation

Henry, The Lab-Shepard Mix

Office Support

 

News & Blogs

 
Contact Us

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