Horsesmouth

Horsesmouth helps financial professionals educate their clients and grow their businesses. We serve financial advisors, planners, agents, accountants and other professionals, representing every major financial firm and business model. Our Savvy Social Security Planning program was the industry's first comprehensive client education program. It combines professional education, marketing, software, personalized case support, and regulator-reviewed client education materials. Horsesmouth provides a portfolio of similar programs, including Savvy Medicare Planning, Savvy Tax Planning, Savvy IRA Planning, Savvy College Planning, Savvy Generational Planning, Savvy Caregiving and Savvy Cybersecurity. The Horsesmouth team is guided by extensive primary research and two decades of experience. The company is headquartered in midtown Manhattan, with employees spread out across the country.