Roadmap Financial

Learn What’s At Stake & How To Maximize Social Security Benefits

Social Security is a valuable source of reliable retirement income that provides retirees with some protection against inflation, market volatility, and longevity. However, making the best decision about when to start taking Social Security Benefits can be extremely complicated, especially for married couples. According to a recent survey, more than 75% of those surveyed expect to receive advice from Social Security representatives. Unfortunately, Social Security representatives are prohibited from giving any advice! They are simply trained to answer factual questions about benefit rules, but are not allowed to give advice for specific situations.


 The role of the technician is to provide Social Security program information…

Call (336) 291-3535 or click here to schedule a no cost,
no obligation Social Security analysis and consultation.

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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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