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Retirement Consultation
for the new economy
Alliance recognizes that retired living requires a shift in strategy. We take an informative and risk-averse approach, keeping clients in the loop as we work to help them build a personalized retirement strategy capable of withstanding the test of time.
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
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1,578
Satisfied Clients
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Something
Optimizing your retired lifestyle!
The majority of our services are provided at absolutely no cost to you! So don’t just dance to Wall Street’s tune – call today.
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.