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You need more than a collection of stocks, bonds and mutual funds. You need a comprehensive investment plan that addresses your risk tolerance, tax situation and liability risks. Our investment and tax planning process includes:

  • An assessment of your investment goals
  • A balanced asset allocation, a method used to help manage investment risk, through a variety of investment management solutions
  • Addition of investments whose return is not directly tied to the stock market
  • Examination of the tax implications of your investment programs, both now and in retirement
  • Evaluation of the impact of a lawsuit or creditor’s attempt to take what you have worked hard to build

While no investment plan or strategy can guarantee a profit or protect against investment loss in declining markets, we help you take important steps to reduce risk and position you for success.

Securities and investment advisory services are exclusively offered through Hornor, Townsend and Kent, Inc.