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.
New Horizons Financial Consultants exists to elevate financial services through enhanced attention and greater knowledge that is only possible with an appropriately trained and certified staff.
OUR CORE VALUES
Integrity - Honesty - Professionalism - Confidentiality - Service Excellence