Is a fiduciary advisor providing services to clients nationwide. They are based in Florida and are dedicated to helping pre-retirees and retirees protect and grow their retirement savings. In today’s financial environment, most people are looking for a reliable strategy for growing their nest egg. Whether that’s through an IRA, an employer-sponsored benefit plan, the stock market, or a bank, you can’t afford to lose it.
The Pearl Advisory Group uses many different types of investments and insurance products to help achieve portfolio stability and growth. Our firm is dedicated to and focused specifically upon your individual needs to assure your specific goals are met. We use a variety of planning tools to make sure you have a realistic plan to achieve your retirement goals while mitigating risk.
Specializing in Money Management System That Is Designed To Be Low Risk, Low Volatility.
Do you have a strategy to cash out during the next market downturn?
Do you have a retirement plan?
We can help…
The process of making a plan is important to the security of your financial future. Research has shown that people have a lot of anxiety about retirement and investing because of all the variables involved. Our planning model makes sure that you know your key financial numbers and we can help you create a tailored plan with your lifestyle, goals, and needs in mind.
Here is our process we call “Know Your Numbers & Have a Plan”
Know your risk score
Know your Max Drawdown number
Know your annual withdraw rate
Have a plan!
Find out more about concepts related to retirement and financial planning on our Trust Management page.
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What Is Your Risk Number?
Our clients assets are held in Trust with Trust Company of America! It is our fiduciary goal to provide to you a level of service, expertise and access unmatched in the industry. We manage investment portfolios for investors who would like to maximize their returns based on their risk tolerance. Our process takes the emotion out of investing. Our clients hire us to help protect and manage their estates against the most prevalent risks including taxes, market risk, longevity, inflation, hyperinflation, medical and lawsuits. If these risks are not managed we can not live Optimal lives. Our goal is to prepare proper planning utilizing and including tax free growth and income with Trust planning so that our clients can access their money and no one else can. We work with several attorneys who specialize in trust management and estate planning.
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor 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 The Pearl Advisory Group.Securities transactions for Horter Investment Management clients are placed through Trust Company of America, Jefferson National Life Insurance Company.