Our Process

Our Process

We keep it simple. Premiere Retirement Planning & Wealth Management has a tested, well-oiled machine in place when it comes to our process and strategy. For nearly 30 years, we have been able to help countless people through this process.

Our Process- Premiere Retirement

Our process is as follows:

  1. Identify the client’s needs and goals.
  2. Assist in plan design and strategy selection.
  3. Put the selected personalized plan into action.
  4. Regularly monitor the plan and revise as needed.

During strategy selection and revision, we make use of all relevant products, services, and asset allocation techniques. This includes all legal tax reducing methods and risk reduction strategies that can be used to increase net cash flows, while building a secure and lasting financial foundation.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor 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 Premiere Retirement Planning and Wealth Management. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Company.
Tucson Office
1715 East Skyline Drive, Suite 101 Tucson, AZ 85718
Phone: (520) 780-9059
Mesa Office
2929 North Power Road, Suite 101 Mesa, AZ 85215
Phone: (480) 355-5245
Toll-Free: (800) 313-6659
Fax: (800) 391-7258
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