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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Calculating your potential Social Security benefit is a three-step process.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
An increasing number have been developed to help individuals with their personal finances.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Probate can be a completely public process, or it can be managed to include as little information as possible.
What can be learned from the savings rate?
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
Learn how to harness the power of compound interest for your investments.
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What if instead of buying that vacation home, you invested the money?
Understanding the cycle of investing may help you avoid easy pitfalls.
With alternative investments, it’s critical to sort through the complexity.