Horwitz & Associates Advisor, Jody Zimniewicz, Featured in Worth Magazine

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Jody Zimniewicz shares retirement portfolio strategies

Jody Zimniewicz, a Financial Advisor with Horwitz & Associates, has been accepted into the Worth Leading Wealth Advisors Program.

Ms. Zimniewicz’ profile recently appeared in Worth Magazine and included her essay entitled, “What important factors should I consider while constructing my portfolio for retirement?" In the essay she states, “Retirement is the big life change that everyone seems to look forward to, but there are circumstances that may affect a client’s situation.” According to Ms. Zimniewicz, among the factors that need to be taken into consideration is the financial responsibility that arrives with possibly becoming the caretaker of an aging parent.

Her essay also goes on to stress the importance of selecting an Advisor that fits the client’s personality and investment style. “For individuals who prefer a more personal approach and prefer to work with one advisor, a smaller practice may be ideal. The smaller firm environment can often provide the client with the familiarity and sense of confidence they need,” said Zimniewicz. She also points out the importance of staying involved in the investment process and knowing that there are risks when investing in the stock market.

“At a time when Baby Boomers are rapidly approaching retirement, Jody’s essay provides valuable insights regarding key factors that need to be taken into consideration when planning for retirement,” said Donald Bizub, CEO of Western International Securities.

Horwitz & Associates was founded in 1970 and offers securities and advisory services through Western International Securities, Inc. Western is among the largest independent broker-dealers clearing through J.P. Morgan Clearing Corp. Through its clearing agreement with J.P. Morgan Clearing Corp. and Pershing LLC, Western is able to provide its Advisors with state-of-the-art financial services and support. Established in 1995, the firm is headquartered in Pasadena, CA and maintains offices nationwide.


If you’d like more information, please contact Ecri Gutierrez at ecri(at)wisdirect(dot)com or 888-793-7717. Western International Securities, 70 South Lake Avenue, Pasadena, CA 91101, http://www.wisdirect.com. Member FINRA and SIPC.

The Worth Leading Wealth Advisors Program is an integrated marketing platform for wealth, legal and insurance advisors nationwide. Advisors who apply for admission into the program are vetted by Worth and experts at Paladin Registry to help ensure advisor quality. In order to be considered, professionals must be willing to provide complete and full disclosure to investors so that analysts can thoroughly screen and evaluate their credentials, ethics and business practices. Once admitted, advisors pay a fee to be included. For more information, please contact leadingwealthadvisors(at)worth(dot)com.

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