Financials

Our team of dedicated financial professionals will provide knowledgeable advice to clients with financial planning to help create wealth and secure a future based on comfort and legacy.  With our line of products and services, we can design a program that will provide our clients with the appropriate plan to meet their goals and needs.

Through our partnership with Penn Mutual Life Insurance Company, broker-dealer Horner, Townsend, and Kent, LLC, and various other carriers and relationships, we offer a wide variety of products and services including:

  • Life Insurance
  • Long-Term Care
  • Disability
  • Estate Planning
  • Business Owner Planning
  • Trusts
  • Special Needs Planning
  • Fixed Annuities
  • Variable Annuities*
  • Immediate Annuities
  • Retirement Planning
  • College Savings
  • Stocks*
  • Bonds*
  • Mutual Funds*
  • Financial Planning *
  • *Services offered through our broker dealer Horner, Townsend, and Kent, LLC.

want to learn more?

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2022 FMG Suite.

Securities and Investment Advisory Services are offered through Registered Representatives of Hornor, Townsend & Kent, LLC. (HTK). Registered Investment Advisor, Member FINRA/SIPC. 6000 Fairview Road, Suite 1425, Charlotte, NC 28210. 704-362-6787.  HTK is a wholly owned subsidiary of the Penn Mutual Life Insurance Company.  Emerald Financial, Vector 27, and other listed entities are not affiliated with HTK unless otherwise noted. HTK does not offer tax or legal advice.  We are insurance and securities licensed in our resident states of North Carolina and Virginia. Please contact us for additional listing of licensed states. This is not an offer or solicitation in any state where not properly licensed or registered.