Roadmap Financial

“There is nothing more important or more valuable than family.”

We strongly believe most people and most families end up giving away most of their wealth and miss out on many financial opportunities due to lack of financial knowledge.

The creation of family wealth doesn’t occur accidentally. It is planned and well thought-out. Wealthy people plan to remain wealthy. Unfortunately, in the end most people end up leaving a house, a little savings, and a few sentimental items. Although these things have value, they pale in comparison to what could have been left if the entire family planned a family legacy.

Viewing the family as a single unit seems to be a thing of the past, yet it remains one of the only solutions for creating lasting family wealth. Some families insure their ongoing family legacy, while others suffer from lack of financial knowledge. In days gone by, all members of the family would invest their time and money to increase the wealth of the family farm, knowing someday it would be theirs. They didn’t do this out of greed, but out of love for the family.

If you were to discover there was an opportunity to insure generational wealth and an ongoing family legacy simply by planning together with your parents and/or your children, would you take advantage of the opportunity?

Mandy's Story

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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.

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