Thank you for visiting the official website for Senior Secure. Browse our website and feel free to contact us with any questions.
-- Willard Stem, Founder
OUR MISSION
Help our clients build, protect, and preserve
their hard earned assets.
OUR PASSION
Have all of our clients experience the peace of mind that comes from knowing that all of their financial affairs are in order.
OUR MISSION STATEMENT
Serve wholeheartedly as though serving the Lord, not men.
Ephesians 6:7
OUR STRATEGY
Pay careful attention to the individuality and personality of each of our clients and make complex ideas understandable.
BENEFITS TO OUR CLIENTS
Trusted Relationships - Valued Partnerships
- Perspective - Performance
"Concierge" Service.
OUR PLANNING PROCESS
Identify client's goals, hopes, and dreams
Create a plan of action
Assist in design - Selecting necessary tools
Consistently monitor and revise the plan as needed
Investment advice is offered through Horter investment Management, an SEC Registered Investment Adviser located in Ohio; Insurance products are sold through Senior Secure, Inc. Securities transactions for Horter Investment Management, LLC clients are placed through Pershing Advisor Solutions. Our firm is an investment adviser registered with the state of Pennsylvania. Due to various state regulations and filing requirements, our firm and it's representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise excluded from registration requirements. Our firm does not render personalized investment advice or services or effect, or attempt to affect any securities transactions, on this website. The purpose of this website is to provide the public with general information about the services offered by our investment advisory firm. Willard Stem continuously monitors its filing requirements in all states, and will provide individualized advisory services in accordance with various state regulations.