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Our team is focused on investments and planning for our clients. We liken a person’s journey to retirement like a road trip – let us explain.

We see investments as the engine that will propel your vehicle to your retirement “destination”. The vehicle is highly dependent on your circumstances, outlook, time frame, attitudes, and tolerance for risk. Various vehicles can be utilized, but one thing is for sure, you will need a roadmap! Without a roadmap you will waste time, energy, and end up frustrated and lost.

We view planning as the roadmap, necessary for a successful arrival at your particular retirement destination.

  • The vehicle – An appropriate investment mix for you and your risk tolerance, often utilizing mutual funds, ETFs, individual stocks, bonds, and annuities.
  • The engine – The investment returns to build your wealth over time.
  • The roadmap – Planning! Looking at what you have today and what you will need in the years ahead.
  • The friction – Taxes. We are mindful of tax considerations and implications.

The tailwinds – Reinvestment of dividends, reasonable fees, account strategies like IRAs, 401Ks, Roth IRAs, and Roth conversions.

  • The Horstman Group
  • Gregory Horstman – LPL Financial Advisor
  • Pete Horstman – LPL Financial Advisor
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Latest Commentary

  • pathway to 2021It’s A New Year! Is It Time To Reevaluate Your Financial Plan?January 25, 2021 - 5:30 pm

    A new year is often a time for fresh starts, intentional planning, and renewed motivation to conquer goals and accomplish things that are important to you. And after the year we just had, a fresh start is just what we need. As you transition into 2021 and all this year will bring, use this time […]

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Prosperion Financial Advisors
8400 E. Prentice Avenue
Suite 1125
Greenwood Village 80111
Phone: (303) 793-3202
Fax: (303) 793-3203
Email: prosperion@lpl.com
© Copyright 2017 - Prosperion Financial Advisors. All Rights Reserved.
Securities, Financial Planning, and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. Prosperion Financial Advisors is not an affiliate of LPL Financial. The LPL Financial Representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY.
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  • LinkedIn
  • Twitter
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  • Mail
  • The Horstman Group
  • Gregory Horstman – LPL Financial Advisor
  • Pete Horstman – LPL Financial Advisor
  • The Modern Conservative Approach™
  • What You Can Expect
  • Investment & Planning Counts
  • Meet the Team
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