Glenn W Mosseller

Glenn W Mosseller [ChFEBC℠, RFC]

109 Muris Chapel Road Suite 214
Greensboro, NC 27410

Original Certification Date 01/12/2016
Organization: Roadmap Financial Consulting, LLC
Broker Dealer: Horter Investment Mangagement, LLC

Phone: 336-291-3535 Extension:
Fax: 336-833-5491
Email: glenn@RoadmapFinancial.com
Website: www.GreensboroRetirement.com

States Currently Licensed: NC
CRD #: 6009605

Primary Insurance Companies: American Equity Investment Life Insurance Company, Allianz Life Insurance Company, American National Life insurance Company.

Primary Investment Companies: Horter Investment Mangagement, LLC

Services: Comprehensive Financial Planning for Federal Employees. Starting with CSRS & FERS benefit education, I provide complimentary benefit analysis designed to maximize benefits and lifetime income. I focus on individualized planning that utilizes tax advantaged strategies designed to reduce the risks of future taxation, market volatility, and potential long term care expenses. All reviews include comprehensive Retirement Income Analysis, including Social Security, Pension and TSP planning options. We will also review your Federal Employee Group Life Insurance (FEGLI).

Additional Information: Associations & Affiliations: Better Business Bureau, National Ethics Association, Member Elite IRA Advisor Group, Million Dollar Round Table, Certified Financial Education Instructor, International Association of Registered Financial Consultants, National Association of Tax Professionals, National Care Planning Council, North Carolina Senior Care Council. www.RetirementIncomeInsights.com