Our Philosophy

Our Philosophy

Safe and Integrating investments with tactical low to moderate risk portfolios.

At Prudence Planning, we provide our clients with safe and secure investments and low to medium risk and low to medium volatility portfolio management. Because of our relationship with Horter Investment Management, we have access to a platform of exceptional Private Wealth Managers unavailable to many smaller independent advisors and large brokerage firms.

We believe in Tactical Asset Management where our platform of Private Wealth Managers can go “Risk-Off” to cash, take advantage of the stock market if it goes up or down and can potentially earn money for our clients if interest rates increase or decrease.

For retirees, pre-retirees and conservative investors, we do not believe that “Buy-and-Hold” and Asset Allocation Models are appropriate, considering investor drawdowns/losses could be 50% in the S&P 500 as we experienced during the Great Recession.

As Fiduciary Investment Advisor Representatives, it is our legal duty to put our clients' interests above our own. Through our Retirement Designed Money Management System, we create a high probability of success that matches your retirement goals. By making sure our clients avoid stock market volatility that threatens their income needs, our clients can enjoy a stress-free retirement.

Our Top Private Wealth Managers

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Who's Who?

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