Roadmap Financial Consulting

Roadmap Financial Consulting At Roadmap Financial Consulting we believe that during the retirement years, there are more opportunities in avoiding major losses than in chasing returns.

We help reduce exposure to the risks of future taxation, market volatility and long term care. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. 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. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions. Insurance and Annuity products are not sold through Horter Investment Management, LLC ("Horter"). Horter does not endorse any annuity or insurance products nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies. All product guarantees depend on the insurance company's financial strength and claims-paying ability.

Address

109 Muirs Chapel Road, Ste 214
Greensboro, NC
27410

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13362913535

Website

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Our Story

My name is Glenn Mosseller. Hello and welcome to our page.

Our only business is to protect our clients from unknown and unnecessary exposure to risk, taxes and other transfers of wealth. My business is built on the principals of honesty and making sure I provide the same level of service to everyone that I provide to my Mother.

I started Roadmap Financial Consulting, LLC primarily for two reasons.