Managing your wealth consists of many different aspects, which vary to your specific needs as a client. New Horizon Wealth Strategies will provide insight into general economy and current market trends to balance the risk and reward in your portfolio. Important aspects we consider when working on individualized plans include diversification, active management, identifying time horizons, and risk tolerance.
Today’s technology allows people to live longer healthier lives. As a result, preparing financially for the future has never been more important. Financial stability, travel, and income security are important aspects for living a life that you enjoy. We will provide you with pre-retirement and post-retirement investment and income analysis, by developing a retirement cash flow that shows a transparent view of your overall portfolio. This cash flow will help visualize how your retirement will be funded.