HTM Retirement Planner

HTM Retirement Planner

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I've been helping families with financial protection and wealth transfer since 2013.

06/11/2023

The first step in navigating the market volatility is to develop an investment strategy that works for you. Before you begin investing, it is important to understand your risk tolerance and the types of investments that are best suited to your portfolio. Be sure to diversify your investments across asset classes, such as stocks, bonds, and real estate. This will help to spread your risk and maximize your potential returns.

Contact us today to discuss how to select a strategy that will protect you from market risk in your retirement.

06/09/2023

Creating a retirement plan that includes healthcare coverage can be a daunting task, but it doesn’t have to be. With the right information and planning, you can make sure that you are prepared for any medical expenses that may arise in the future. Get started now and make sure that you are on the path to a secure and healthy retirement.

Contact us now to discuss how to plan for health events in your retirement.

05/27/2023

This Memorial Day, take a moment to honor and remember those who have made the ultimate sacrifice for our freedom. It is also a time to be thankful for the blessings in our lives and to be with the people we love. Make the most of this special weekend and enjoy each other’s company. Share stories, laughter, and smiles with the ones you hold dear. Have a memorable Memorial Day weekend!

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Telephone

Address


2900 S. Harbor Boulevard, #225
Santa Ana, CA
92704

Opening Hours

Monday 8:30am - 8pm
Tuesday 8:30am - 8pm
Wednesday 8:30am - 8pm
Thursday 8:30am - 7pm
Friday 8am - 8pm
Saturday 11:45am - 5pm