Steven R. Hoak, Principal, Strategic Retirement Income, LLC

Investment Advisor Representative Registered under Horter Investment Management, LLC

Licensed Insurance Agent





I began my insurance and investment career in 1982 after leaving active duty service in the United States Marine Corps.

My entrance into this business was natural as it is a business my father has been active in for over 50 years. I was fortunate to learn about proper planning from someone who had a genuine interest in his clients.

 

Initially, my practice was directed toward helping individuals accumulate monies for retirement. Later, as my clients became older and their focus changed to retirement distribution, my focus changed as well and in 1996 my business became centered on conservatively managing retirement income portfolios.



It is my passion to provide my clients with low risk, low volatility investments and annuities to provide them with sustainable retirement income throughout their lives.  It is of great concern to me that my clients can sleep well at night knowing that their retirement income portfolio is conservatively managed with their interests placed first.



My practice is defined by my clients goals and objectives for retirement, income, growth, and preservation of principal. My segmented strategy provides a disciplined process for sustainable retirement income. Our relationship is defined by always placing you first, giving you the assurance that you have someone working for you.



I look forward to speaking with you.



Sincerely,

​

Steven R. Hoak 



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