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WHAT WE DO...

We offer a variety of services to our clients including

INVESTMENT ADVICE

Forget about risking it all. Let us show you how to generate strong returns without the risk of losing everything to a single market hiccup!

SOCIAL SECURITY

Finding the best time to begin drawing Social Security can be a little bit tricky. We’ll take a broad look at your financial situation to help you determine the best time to take this important step.

INSURANCE

Retirement can bring about a whole new world of insurance headaches. As the Louisville area’s foremost experts on all things insurance and Medicare, we’re uniquely qualified to help you make sense of it all.

TAX CLARITY

Don’t let retirement over-complicate your tax situation – our concise, easy-to-understand consultation takes pain out of the equation.

A NEW APPROACH

Alliance strives to be different by considering every factor and accounting for every expense.  Rest easy knowing that the long-term viability of your retirement plan is our top priority.

AND MORE
Alliance offers a wide variety of financial planning services aimed at helping you retire with peace of mind. Don't wait - Give us a call today and discover just how painless retirement can be!

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GET IN TOUCH...

Arrange your consultation today! Call or send us a message below.



Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor.  Horter Investment Management does not provide legal or tax advice.  Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements.    Insurance and annuity products are sold separately.  Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.

Insurance and annuity products are not sold through Horter Investment Management, LLC (“Horter”).  Horter does not endorse any annuity or insurance products nor does it guarantee their performance.  Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies.  All product guarantees depend on the insurance company’s financial strength and claims-paying ability.