Our Process

Is Hortin Financial Group the Right Firm for You?

Our process is a personal, dedicated process to help special needs families, like yourself provide a secure, comfortable and profitable life for your child now and even after you are gone. This is a process that takes time and effort on your part. You will have assignments to complete and then we will discuss the results. When we finish, you will have a Life Care Plan that will provide the life you desire for your special needs child now and into the future.

We have two different planning tracks

Comprehensive Life Care Planning

Designed especially for families:

Age 50+

Special needs parents who are planning on retirement for three.

$1 Million+

Diligent savers with investments over $1 Million+. (Excluding real estate.)

Professional Guidance

People who value professional help because your retirement and your child's future are too important

Essential Life Planning

Designed especially for families:

Age 35 - 50

Special needs parents who are concerned about the future of their children with special needs.

$100,000+ annual income

Families with a combined annual income over $100,000.

Professional Guidance

People who value professional help because your child's future is too important

Does it seem like we'd be a good fit?

Bret Hortin, ChSNC

Questions About
Special Needs Planning?

Schedule a Conversation with Bret™

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