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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.
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.
Did you know...?
We have been in
business since 2015!
That's the same year
that Tom Brady set the
record for most Super
Bowl wins by a quarterback.
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.
Blogs & Videos
About your retirement...
Although relaxing while being retired is amazing already, it could benefit you to find something to do in your retirement days so you don't get bored at home!
Why is my account not growing?
Have you ever asked yourself this? Well, John answers that question for you and gives you some insight about what could have happened.
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.
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.
How We Get Compensated
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.