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Licensed Insurance Professional. We are an independent retirement firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
Investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member
SIPC, 800-873-7637, www.htk.com, Any other business entity or name that your financial professional markets their securities and advisory services under is not affiliated with HTK.The material is not intended to be a recommendation, offer or solicitation. 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.
We are insurance licensed in our resident state of TN, as well as other states. 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.
*LEAP®, Leap-The Model for Financial Success™, The Leap Model™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, Protection, Savings, and Growth (PS&G) Model®, and Lifetime Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of Penn Mutual Life Insurance Company (PML). HTK is a wholly owned subsidiary of PML. Trademarks belong to their respective owners.
The content within this website is for educational purposes only and should not be construed as investment advice. It is important to note that the implementation of any strategies provided as a part of LEAP are designed to aid one in reaching their financial objectives, but no assurance can be made that these objectives will in fact be reached. Individual results may vary. LEAP is independent of HTK. The views expressed are those of the presenting party and do not necessarily reflect the views of HTK or its affiliates.
Jeff Cody offers college planning services separately from his RIA, Hornor, Townsend & Kent, LLC (HTK). College planning clients may be solicited for investment advisory services, creating a potential conflict of interest. You are not obligated to engage HTK for additional services. College planning services are limited to guidance on admissions, FAFSA, scholarships, and grants and do not constitute investment advice unless separately engaged under HTK. Any financial planning or investment strategies discussed are optional, subject to separate agreements, and provided solely through HTK.