People First ~ Money Second
In a world where most brokers and advisors only care about the money, we are committed to understanding the people issues behind the money matters.
Through our FREE Dinner Workshops & our NETWORK of local professionals, we
Help Put The Pieces Together for those...
- who want to protect what they've taken a lifetime to accumulate,
- who lose sleep over excess risk in their portfolio,
- who fear they could outlive their resources,
- who are frustrated by their IRS bill & want to stretch their retirement dollar,
- who are tired of their "protected-money", often called "lazy money", not working hard enough for them,
- who are worried about the devestating effects of Long-Term Care costs & don't want a "Use It or Lose It" approach to insuring for it,
- who are tired of a lack of communication from their current advisor & wonder if their advisor really knows them,
- or, who have simply done a little here and a little there over all the years and wonder if all those pieces really make for a solid estate plan when the puzzle all comes together.
SECURE FINANCIAL GROUP, INC.
Helping You Put The Pieces Together2302 Colonial Ave, Suite B.
Roanoke, VA 24015
Investment advice is offered through Horter investment Management, an SEC Registered Investment Adviser located in Ohio; Insurance products are sold through Secure Financial Group, Inc., a licensed Virginia Isurance Agency. Securities transactions for Horter Investment Management, LLC clients are placed through Pershing Advisor Solutions. Our firm is an investment adviser registered with the state of Virginia. Due to various state regulations and filing requirements, our firm and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements. Our firm does not render personalized investment advice or services or effect, or attempt to effect any securities transactions, on this website. The purpose of this website is to provide the public with general information about the services offered by our investment advisory firm. Bryan Rich, Investment Adviser Representative, continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various state regulations.
WE ARE LOCATED NEAR TOWERS MALL
From the South: US 220 North to Wonju to Colonial Exit. Turn Right onto Colonial Ave, then next right into Towers Corporate Center. There is a front entrance for all business suites, except ours. We have a private entrance on the north side of the building...SUITE B.
From the North: US 220 South to 1st Colonial Ave Exit. Left onto Colonial Ave, then next left into Towers Corporate Center. There is a front entrance for all business suites, except ours. we have a private entrance on the north side of the building...SUITE B.
Adisory Services offered
through Horter Investment
Management -- Manager of the PEAK Fund Strategy
www.peakfundmgt.com
