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:
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