Asset Protect One, Inc

Description

• Asset Protect Ones primary focus is to implement our SWAN Wealth Protection Strategy by identifying and eliminating or reducing the risks to our clients retirement and estate plans so they can SLEEP WELL AT NIGHT. Risks include: Loss or losses to Your Money, Outliving Your Money, Health Related Needs, Taxes, Inflation, and Legacy Related Issues.Our strategy utilizes a mixture of safe and secure financial products and low risk, low volatility managed asset programs that seek to significantly reduce risk during times of volatility while capturing a significant portion of the gains on the upside. At Asset Protect One there are no cookie-cutter solutions to your wealth protection and retirement needs. Every client receives personal, one-on-one attention to their individual goals. We create peace-of-mind for our clients by working only in their best interests. Our skills, experience includes retirement planning, managing 401(k) plans, 401(k) rollovers, tax efficient investing, Captive Insurance, tax free retirement, and advanced estate planning and social security planning.Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and annuity products are sold separately through Asset Protect One Inc. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions, Trust Company of America, Jefferson National Monument Advisor, Fidelity, and Security Benefit Life.
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  Headquarters:10155 North Westmoor Drive Suite 175, Westminster, Colorado, United States

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  Phone Number: +1 720-244-0100

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  Website: https://www.apofinancial.com

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  Employees:8

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  Revenue:$1 - 10M

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  Legal Name:Asset Protect One, Inc

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• |  NAICS Code: 541110  |

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