Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
Understanding Today's Financial Environment
Comprehensive Financial Planning:
New Horizons Financial Consultants offers enhanced attention from and greater accessibility to an experienced, knowledgeable, and certified staff. Clients in need of divorce financial planning, 401k rollovers, estate planning, retirement planning and investment planning can expect unparalleled attention from an advisor who is a true partner in the pursuit of their financial security and well-being.
Divorce Financial Planning:
New Horizons Financial Consultants offers a Certified Divorce Financial Analyst (CDFA™) who can help take some of the stress and worry out of divorce. Clients can expect a value added to the divorce process because experienced professionals can help clarify divorce financial issues and help you seek future financial freedom and well-being.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
A quick look at how federal income taxes work.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
It's easy to let investments accumulate like old receipts in a junk drawer.
$1 million in a diversified portfolio could help finance part of your retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What if instead of buying that vacation home, you invested the money?
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.