What We Do

Our Planning Services

Pre & Post Retirement Planning:

Social Security Strategies
Investment Analysis and Asset Allocation
Professionally managed investment solutions
Disability Income Options, 401(k), Pension planning

Long Term Planning:

Insurance Options
Medicaid Planning
Estate Strategies

Trust Funding Strategies:

Tax efficient portfolios
Funding strategies and life insurance solutions
Planning for an inheritance or strategies for family gifting
Charitable gifting
Special Needs Trust funding strategies

To learn more about how we can help, we invite you to contact us today.

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*Registered Representative of, and Securities and Investment Advisory services are offered through Hornor, Townsend & Kent, LLC, (HTK), Registered Investment Advisor, Member FINRA/SIPC 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637 www.htk.com Rivent Partners Financial and other listed entities are unaffiliated with HTK unless otherwise noted. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. 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. The views expressed are those of the presenting party and may not represent the views of HTK or its affiliates. Our representatives are licensed to offer insurance and security products in our resident state of NY, in addition to many other states. For additional licensing information please contact our office. This is not an offer or solicitation of products and/or services in states where not properly licensed and/or registered.