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(717) 575-5227

 * Investment Management
 * Income Planning
   * Portfolio Design
   * Withdrawal Strategies
   * Tax Advantaged Retirement
   * Social Security Strategies
   * Lifetime Income
   * Indexed Annuities
 * Insurance
   * Annuities
   * Life Insurance
   * Medicare
   * Health Insurance
   * Disability
   * Long Term Care
 * About
 * Contact

 * Investment Management
 * Income Planning
   * Portfolio Design
   * Withdrawal Strategies
   * Tax Advantaged Retirement
   * Social Security Strategies
   * Lifetime Income
   * Indexed Annuities
 * Insurance
   * Annuities
   * Life Insurance
   * Medicare
   * Health Insurance
   * Disability
   * Long Term Care
 * About
 * Contact




STRATEGICALLY INVESTING IN YOUR FUTURE

Personalized, efficient strategies for your retirement planning and insurance
needs





INVESTMENT MANAGEMENT

Customized planning and strategies for financial clarity and security

Learn More


INCOME PLANNING

Portfolio
Design

Withdrawal
Strategies

Tax Advantaged
Retirement

Social Security
Strategies

Lifetime
Income

Indexed
Annuities


INSURANCE BROKER

Annuities

Life Insurance

Medicare

Health Insurance

Disability Insurance

Long Term Care


MEET STEVE HOHENWARTER

RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP), THE AMERICAN COLLEGE OF FINANCE

Let me help you find financial security! Whether you are concerned about
maintaining your lifestyle in retirement, worried about paying for medical care,
applying for social security, or exploring your long-term care options, I can
help you with personalized, custom strategies.

I was raised right here in Lancaster County, and my wife and I continue the
tradition with our own family. I take great pride in serving this community,
both personally and professionally, and I believe my true calling is to help you
find your financial security through your golden retirement years. You can
always count on me to serve you with integrity, empathy, and respect.

INVESTMENT MODELS

DIFFERENT MONEY MANAGERS

MEDICARE INSURANCE CARRIERS

LIFE & LTC INSURANCE COMPANIES

ANNUITY CARRIERS

HEALTH, DENTAL & VISION INSURANCE CARRIERS

255 Butler Ave, Ste 101
Lancaster, PA 17601
(717) 575-5227

©2020 Assets & Insurance Management
All rights reserved.

INCOME PLANNING
Portfolio Design
Withdrawal Strategies
Tax Advantaged Retirement
Social Security Strategies
Lifetime Income
Indexed Annunities
INSURANCE
Annuities
Life
Medicare
Health
Disability
Long Term Care

INVESTMENT MANAGEMENT
ABOUT
CONTACT

Site by Julie Garman Design

Steven Hohenwarter offers Investment Advisory Services through Gradient
Advisors, LLC (Arden Hills, MN 877-885-0508), a SEC Registered Investment
Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or
accounting advice. Assets & Insurance Management, Inc. is not a registered
investment advisor and is independent of Gradient Advisors, LLC. Insurance
products and services are offered through Steven Hohenwarter, independent agent.

Assets & Insurance Management, Inc., Steven Hohenwarter and Gradient Advisors,
LLC are not affiliated with or endorsed by the Social Security Administration or
any government agency.

All written content on this site is for information purposes only. Opinions
expressed herein are solely those of Steven Hohenwarter, and our editorial
staff.

The presence of this website shall in no way be construed or interpreted as a
solicitation to sell or offer to sell Investment Advisory Services to any
residents of any State other than the State(s) Steven Hohenwarter, is registered
or where otherwise legally permitted. Material presented is believed to be from
reliable sources; however, we make no representations as to its accuracy or
completeness. All information and ideas should be discussed in detail with your
individual adviser prior to implementation. Hyperlinks on this website are
provided as a convenience. We cannot be held responsible for information,
services or products found on websites linked to ours.

Keep in mind that most life insurance policies require health underwriting and,
in some cases, financial underwriting.  For information on how life insurance
works, including fees and expenses, it is recommended that you work with a
licensed insurance agent.

Fixed indexed annuities and life insurance policies are designed to meet
long-term needs for retirement. Early withdrawals from an annuity may result in
loss of principal and credited interest due to surrender charges.  Any
distributions may be subject to ordinary income tax and, if taken prior to age
59 1/2, an additional 10% federal tax.  Guarantees are backed by the financial
strength and claims paying ability of the insurance carrier.  Benefit riders may
only be available with an additional fee. Fixed Indexed annuities do not
directly participate in any stock or equity investments and you are not buying
shares of any stock or index. Interest credited to an annuity may be limited by
caps, spreads, and participation rates. Individual results will vary.


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