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Financial Plan

There are many potential vulnerabilities to your financial success. What are they and how should you handle them? Our advice is to begin with a well-rounded financial plan that examines your Total Financial Picture.

Investment Diversification

Today’s economy is more global in nature than ever before. It’s important to take advantage of investments that include multiple asset sectors and international opportunities. Diversification assures that investors own a piece of the global economy.

Money Management

Most clients don’t have the time and expertise to actively manage all of their investments. With this in mind, we take that responsibility seriously, and provide you with affordable and professional money management services.

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Investment Managers

Howard Capital Management, Inc. (HCM) offers professional money management services to private clients, broker-dealers and RIA’s through separately managed portfolios, retirement tools,
self-directed brokerage accounts and proprietary mutual funds.

Taiber Kosmala & Associates, LLC brings a substantial amount of experience across a wide variety of clients including retirement plan sponsors, non-profits, financial institutions, and affluent families.

Horizon’s mission is to provide goals-based investment management strategies that empower financial advisors to help their clients achieve their most important financial objectives throughout life.

First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively “First Trust”) were established in 1991 with a mission to offer trusted investment products and advisory services.

Brookmont specializes in dividend equity portfolios that include Separately Managed Accounts and direct client relationships. They utilize a top-down investment process because they believe proper investing begins with an understanding of the current economic and market cycles.

PanthRex Asset Management is led by seasoned financial professionals providing a multi-disciplinary approach in meeting client investment, income, tax, wealth transfer, charitable, and estate needs.

Guggenheim focuses on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers and high net worth investors.

Market Updates

Educating our clients is one of our top priorities. We encourage you to download our complimentary market update reports to further your knowledge.

Technology

Wealth Watch Advisors provides our clients with leading technology to monitor portfolio performance and manage downside risk.

We make it easy for our clients to access their accounts 24/7 with our complementary mobile app that can be downloaded for Apple or Android mobile devices.

Through the HCM 401k Optimizer Tool, our clients receive important updates regarding their 401k investments and rebalancing suggestions based on their risk tolerance and retirement time horizon.

The fact sheets you are looking for are currently unavailable. If you have any questions, please contact our Operations Team at 1-855-822-3708.