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About Us. Service Excellence. Our Team. Confidence. Our Mission. Your Goals.

Confidential

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.

Trust

We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Competent

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.

Helpful Content

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

 

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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