What to Expect
New Horizons Financial Consultants are dedicated to working with you to ensure that your financial portfolio is diversified, solid and strategically structured to pursue your current interests, as well as, attain your future financial objectives. Our innovative, one-on-one, approach offers sound investment recommendations, professional asset management and tailored financial services to fit your specific needs.
We educate our clients about their financial options, equip them to become advocates for their financial futures and empower them to make informed investment decisions. Taking control of your financial future begins with an email or phone call. Simply schedule your confidential consultation today and we'll guide you through the rest.
What to Bring?
- Current Statements and Beneficiaries of all assets
- Current Statements of all liabilities
- Last two paystubs
- Last two years Tax Returns
- Pension statements
- Insurance policies and statements (life, disability, long-term care)
- Legal Documents (Wills, Trusts, Health Care Representative, Power of Attorney, pre-nuptial agreement, divorce decree)
- Employee Benefit Manual