Unlike other firms in the financial services field, The Strebel Planning Group takes a "whole person" approach to the business of money.
For far too long, banks and investment brokers have made recommendations based on how much money you have, rather than what you want it to do for you. Individual tolerance to risk would rarely be considered, and the individual would be plugged into a formula that emphasized growth, when what was needed was principal protection. Some accountants have also been guilty of reporting to the government what happened the year prior rather than work with clients to improve their tax situations. Our approach is comprehensive and encourages pro-activity. Although clients are not obligated to use all of our services because they use one, those that do, report a heightened level of confidence and convenience, knowing that an interdisciplinary team is working behind the scenes to consider multiple factors before a plan is presented.
We believe that not everyone is right for us, as we are not right for everyone. From our initial contacts we strive to determine whether the match is a good one, not only from a product and services standpoint but also from an interpersonal perspective. If we don't feel the chemistry is right, we will encourage you to go elsewhere. We intentionally limit the number of clients we will work with. Our goal is to have a smaller number of deeper relationships rather than trying to be all things to all people.
No matter what product or service has drawn you to research our firm, we encourage you to take advantage of our free get acquainted meeting to see if our approach fits with your goals and needs. We look forward to meeting you soon.
New Horizon Financial Strategies is a Registered Investment Advisor. Certain representatives of New Horizon Financial Strategies are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.
This website is for informational purposes only and not an offer to buy or sell securities.
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.
New Horizon Financial Strategies ("NHFS") is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NHFS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of NHFS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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