Roadmap Financial

At Roadmap Financial Consulting we understand that today many people are troubled and confused about the economy. They feel bombarded by the media, bullied by sales people and bewildered by the million things they think they need to know to survive in today’s financial world. Over the past several years they have seen many of the financial lessons they learned in the past fail. They know they can’t live on low rates of return, yet they are scared and hesitant to make the decisions necessary to survive.

A Few Words From Glenn Mosseller

CIMG0102My name is Glenn Mosseller. Hello and welcome to our website. Thank you for your interest.

Our only business is to protect our clients from unknown and unnecessary exposure to risk, taxes and other transfers of wealth.

My business is built on the principals of honesty and making sure I provide the same level of service to everyone that I provide to my Mother.

I started Roadmap Financial Consulting, LLC primarily for two reasons.

First, it bothers me to see good people work and save for an entire lifetime only to unknowingly and unnecessarily leave all their retirement security exposed to market risk, reverse dollar cost averaging, and premature or unnecessary taxes.

Second, baby boomers are turning 65 at the rate of more than 10,000 per day. Simply stated, the United States has an increasingly aging population combined with a decreasing workforce that is becoming more reliant on Medicare, Medicaid, and Social Security. These programs will be increasingly funded with tax dollars collected from today’s working population. Therefore, I believe it is imperative for today’s saver to create as many tax free dollars in the future as possible.

If my philosophy makes sense to you, let’s get together and have a conversation about your financial goals. There’s no obligation. Simply give me a call or send me an email.

I look forward to being of service.

Best Regards,
Glenn Mosseller, RFC®

    iarfckeylogo nationalethics  registered-member-badge natp member

ABOUT MDRT

Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 42,000 of the world’s leading life insurance and financial services professionals from more than 450 companies in 74 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

Footer

This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser 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 Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade, Jefferson National Life Insurance Company.

Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.

 © 2017 Roadmap Financial Consulting, LLC. All Rights Reserved. 

uxicached