Helping You Build Your Retirement And Legacy

Our Services

Income & Cash Flow Analysis & Risk
Portfolio Allocation & Risk Analysis
Tax Reduction Analysis
Social Security Maximization Analysis
Legacy Review & Planning

We Develop Recommendations and Monitor Progress To Help Accomplish Your Personal Goals.

HOW WE SERVICE OUR CLIENTS

We thoroughly explore and discover your interests, goals, needs, situation and preferences to help ensure appropriate recommendations are made.

We use Money Managers that monitor market conditions and other factors that may affect you and determine if and when action should be recommended.

We’ll answer your questions and concerns as they arise to make sure you are confident in the current strategies being utilized.

We’ll periodically review your plan to determine if changes are prudent and make appropriate recommendations when necessary.

We help manage investments in your portfolio to pursue a risk/reward objective that you are comfortable with.

We’ll review estate and legacy planning for you and determine if implementation or changes are appropriate.

We hold educational events throughout Wisconsin. Contact us to register for a complimentary consultation.

mark@croixriverwm.com
612.518.6516

Disclosure: 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 through Mark Kuhne, Croix River Wealth Management. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.