Financial Planning

Financial Planning

Our path to financial success begins with understanding your unique needs and goals. Our advisors take the time to get to know you personally so that they can help shape your financial future. If engaged to do so, they’ll help you create your financial plan and provide you with ongoing progress updates to help make sure you’re on track. Our specific services can include:

401(k) Strategies
Retirement Planning
Tax and Insurance Strategies
Employer Benefits Optimization
Education Planning
Estate Planning Strategies

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Registered representative of and securities offered through Hornor, Townsend & Kent, LLC. (HTK) Registered Investment Advisor | Member FINRA/SIPC | HTK is a wholly owned subsidiary of Penn Mutual. Vector Capital Management is independent of HTK. | 701 Edgewater Drive, Suite 310 Wakefield, MA 01880 | Phone: (860)918-3489

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Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 701 Edgewater Drive, Suite 310, Wakefield, MA 01880 (781) 966-2980. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Vector Capital Management is independent of HTK, LLC. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.