The Horstman Group – what you can expect:
- We believe our multi-generational father-son team brings continuity to our clients, born out of our long history of serving clients and their families through the inevitable ups and downs of the markets.
- We are patient investors knowing that wealth is created over time.
- We enjoy working with our clients to develop the “big picture”.
- Planning serves as the road map to your destination. A trip with a road map is more enjoyable with less stress. We consider the road map to be your financial plan.
- We very much want to listen to our clients as we ask important, relevant questions.
- We are mindful of taxes and tax saving strategies.
- Consistent advice that adapts to our changing world is developed from informed conviction.