We're Here to Help
New Horizons Financial Consultants gives you access to a team of experienced financial professionals focused on developing thoughtful, productive relationships with our clients.
Our role isn’t to sell you financial or insurance products. Instead, we work collaboratively with clients like you to thoroughly understand your goals, your wishes, your concerns, and your tolerance for risk. Together, we’ll develop a strategy that guides and coordinates your finances, and we’ll provide recommendations for implementing that plan. We’re licensed and/or registered to share our knowledge and recommendations of many investments and insurance coverages.
Our team draws upon the resources of LPL Financial, a leading financial services company and the nation’s largest independent broker/dealer (as reported by Financial Planning magazine, June 1996-2019 based on total revenue), allowing us to focus our time and effort on helping clients like you pursue your financial goals and fulfill your dreams. LPL Financial provides technology, clearing and compliance services, independent research, and training programs to support our important work. Because LPL Financial has no proprietary products to sell, our professionals can provide independent advice and investment recommendations.
Our mission is to educate and empower our clients with sound, solid financial information, options and strategies designed to improve their financial lives.
OUR CORE VALUES
IntegrityIntegrity is the consistency of our recommendations, actions, methods, and outcomes as well as how we treat others.
StewardshipStewardship is the planning, management, and accountability of our client and firm resources. We aspire to be the best stewards of capital, education, and time.
ConfidentialityYour confidentially is one of our top priorities. You can be confident that your information will not be discussed with any other parties without prior written approval from you.
As a CERTIFIED FINANCIAL PLANNER™ professional, Amy is committed to upholding the Rules of Conduct as established by the CFP® Board. The Rules of Conduct establish the high standards expected of the certificant and describe the level of professionalism required of the certificant.
Service ExcellenceWe strive to meet and exceed the expectations of our clients throughout the relationship.
At NHFC, sustainability means both fiscal responsibility as well as environmental stewardship. Being mindful of how we use the resources we have is a value we believe influences the future of our business and our world.