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Investment & Tax Planning

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 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, we help you take important steps to reduce risk and position you for success.

Securities and investment Advisory services offered exclusively through Hornor, Townsend, & Kent, Inc.