Roadmap Financial

It’s been said that…

“A fool and his money are soon parted and all to often, that’s what the stock market is for!”

There is a another way!

Did you know you that a retirement account can earn interest credits when the
stock market goes up and not lose money when the stock market goes down?


Are You Tired Of Riding The Red Line Roller Coaster?


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“My first rule of investing is to never lose money. My second
rule of investing is to never forget the first.” 
—Warren Buffet


Articles of Interest:

Warren Buffett: New Advice From On High

Ten Stock-Market Myths That Just Won’t Die

Why My Fixed Annuity is My Smartest Investment

The Hidden Truth

Did you know that you can have a retirement account that provides reliable lifetime income benefits?

60 Minutes Reports:

Nobody should have their retirement years put at risk.

Is it time to retire your 401(k)?

In the News: 

Real people protecting their savings.

Industry Insights

Attend A Course or Workshop


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.