Financial Services - Clayton, NC, US
At Premier Financial Services we believe that true Peace of Mind in retirement can only be achieved when one knows that they have a sound financial plan that is designed to help them retire and stay retired in today's volatile economy. Financial planning is more than having a great stock or bond, it is about having a sound financial plan that is designed to help you provide yourself with sustainable income throughout retirement.As investment advisors representatives and fiduciaries we work with our client's to help them take control of their financial future. Al & Mike help their clients achieve peace of mind in retirement through education and the creation of a comprehensive financial strategy that are designed to help their clients with the 5 critical areas of retirement planning, including:• Retirement Income & Social Security Maximization Planning• Advance Tax Planning & Minimization Strategies• Investment & Risk Management Strategies• Emergency Planning• Estate & Legacy PlanningDiscover what it means to have a personal financial advocate working with you, helping you prepare for and navigate through retirement.Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and annuity products are sold separately through Premier Financial Services of North Carolina, LLC. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions, Trust Company of America, Jefferson National Monument Advisor, Fidelity, Security Benefit Life, FC Stone and Wells Fargo Bank, N.A.