Bret W. Hortin, CLU, CASL
Over the past eighteen years, Bret Hortin has built a successful financial services practice on the fulfillment that comes from providing a valuable and effective service in the lives of individuals and their families. For the average person, making financial decisions can be frightening and intimidating. Leading his clients through a process he calls “The Financial Independence Guidance System,” allows him to create customized financial plans with strategies tailored to his clients needs.
Bret Hortin Financial Services focuses on guiding people in financial transition, as they approach retirement, to help them achieve financial objectives that may enable them to stop working when they want to. He specializes in creating personalized financial plans* that address retirement planning, investments*, insurance, tax reduction strategies and estate management.
*Bret W. Hortin is a registered representative of and offers securities, investment advisory and financial planning services through MML investors services, Inc. Supervisory Office: 6340 South 3000 East, Suite 500 Salt Lake City, UT 84121 (801)943-6277.
Video:
Creating a Financial Plan for Retirement