Roadmap Financial

It’s Like Having A Self Funded Pension Plan That You Control.
We Call It “Sleep Insurance”.

When planning your income, it is critical to understand reverse dollar cost averaging and what can happen if your retirement funds are exposed to unnecessary risk.

If given a choice, most people would never dream of not insuring their health, home or car. After a lifetime of working and saving, does it make much sense to leave your retirement income to chance?

We believe that if you’re retired, or approaching retirement, it’s time to consider and begin planning for the best way to turn your 401k or IRA into your future paycheck that insures lifetime income benefits for you and your spouse. The “Income IRA” is designed to make this as easy as possible.

Here’s how it works:

You chose an income-producing strategy for your retirement account. When you decide you want
income to start, we’ll set up your direct deposit into your personal bank account!

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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.

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