Ben Batiste, Wealth Adviser at Crestmark Wealth Group

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Ben Batiste, Wealth Adviser at Crestmark Wealth Group We help people find money they are currently LOSING unknowingly and unnecessarily. Schedule a discovery call to learn more about our unique 10-step process.

Most families work hard and earn well—but when it comes to planning for the future, many are left figuring it out alone. Even with 401(k)s and stock options, few are shown how to:

� Create tax-efficient income
� Protect savings from market dips
� Avoid the outdated 4% rule
� Safeguard family if income stops

At the same time, they’re frustrated by:
� Generic information
� Big tax hits
� High fees with poor performance

If you’re ready for more clarity, control, and confidence—we should talk. Facebook is is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 800-873-7637, www.htk.com Crestmark Wealth Group is unaffiliated with HTK.

11/05/2026

When should you pull social security? 62, 67, 70?

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Do you have gaps in your estate plan?

One investment gained 270 percent in the first five months of 2026. Two months later, it gave back 67 percent. 😳Why do s...
11/03/2026

One investment gained 270 percent in the first five months of 2026. Two months later, it gave back 67 percent. 😳

Why do smart people chase numbers like that? Psychologist Daniel Kahneman said it best: "Stories trump statistics." 🧠

A hot streak always comes with a story. The story is what sells. The math is what stings.

Riches to rags is an old pattern, and so is the reverse. When a return looks too good to be true, give the story the same scrutiny you'd give the number.

If a market headline has your attention, run it past us before it runs your portfolio. 💬

11/03/2026

What exactly is estate planning? More specifically, what is a trust?

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Happy Halloween!

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Divorces can be brutal when it comes to financial planning and retirement planning. Having a professional in your corner, can make all the difference

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Avoid these freaky financial mistakes. Happy Halloween!

Your situation is not average. No ones is.
10/29/2026

Your situation is not average. No ones is.

Have you ever contemplated failure?Sounds really fun, right?But we all know failure is a wonderful opportunity to learn....
10/27/2026

Have you ever contemplated failure?

Sounds really fun, right?

But we all know failure is a wonderful opportunity to learn. As I was thinking about that word recently, I realized nothing about its definition says it stays that way. Which means there is an even greater chance of growth with failure.

Let me put this thought into my realm of expertise. When does a financial strategy fail? On a down day in the markets? No plan should fall short because of one day or even one month. If anything, a good financial strategy should set rules for buying great assets at great prices.

Of course, the same is true for positive days, months, and years in the market. They don’t, in themselves, define a financial strategy's success. In fact, if your financial strategy relies on short-term returns to avoid failure, we need to talk.

If you feel your financial strategy is doomed to failure or that it isn’t covering all the areas of your life I’ve mentioned here, we should talk. Your financial plan should allow for learning from short-term failures. It should document everything that will help you succeed throughout your financial life.

Address

-
Littleton, CO
80120

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17205054785

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