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.