Battle Horse Financial is an independent financial services firm specializing in retirement planning and insurance solutions. Founded by Matthew Jackson and Steven Speer, the company operates as a Fiduciary, legally and ethically bound to act in their clients' best interests. Their mission is to help clients protect their principal, achieve reasonable rates of return, and create a sustainable income stream for retirement through services like investment advisory, annuities, life insurance, and long-term care planning.

Founded in

United States