How is your approach different from a traditional financial advisor?
What if I already have a broker or advisor I like?
What happens if the market experiences a major downturn?
What is the difference between a Defined Benefit Plan and a Defined Contribution Plan?
What does ‘building a personal pension’ mean?
Is Marra Financial Group affiliated with Horter Investment Management?
Why do you use Horter for the Growth Engine portion of my plan?
How does our working relationship function?
What happens during the 30-minute conversation?
What are your credentials and how can I verify them?
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dmarra@marrafinancialgroup.com
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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 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. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Charles Schwab & Co. and Nationwide Advisory Solutions.
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