A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.
Justin is an Investment Advisor Representative with more than 18 years of experience who has dedicated his career to income planning and private wealth management. As a retirement and investment planning specialist he takes great pride in helping clients live their dream.
He started New Horizon Wealth Strategies in 2003 realizing he could better serve his investors by offering a variety of financial solutions without the constraints and limited product offering of a single firm. Today, Justin is a popular keynote speaker at local financial events where he shares his knowledge and teaches people how to take control of their financial future.
Justin received a Bachelor’s Degree in Science from the University of Illinois. He resides in St. Charles, IL with his wife Laura and three children.
Hometown: Elmhurst, IL
Fun Fact: Justin loves to fish and maintains both a fresh and saltwater aquarium at home. He finds watching the fish relaxing and does some of his best thinking when tinkering with the equipment.
Laura is responsible for all marketing efforts, client relations, and operations. She’s often the clients first point of contact at New Horizon. Her experience as Senior Director of a Fortune 500 telecommunications company, where she managed sales and operations, means she knows how to multi-task and get things done. During her 17 years in telecom she received numerous recognitions including “Operation Employee of the Year.”
Laura resides in St. Charles, IL with her husband, three children, and two Labrador retrievers.
Hometown: Wheaton, IL
Fun Fact: Laura started her career as a legal secretary. Her first boss encouraged her to use her energetic personality and leave the desk behind – advice she appreciates every day.
* Laura Halpenny is not registered with Woodbury Financial Services, Inc.