Finding a good financial advisor is not always easy. You have to be able to identify someone that is looking to help you reach your investing goals and someone who is only interested in enriching themselves. The best financial advisors are ones that will ask you questions and try to help you build a portfolio that meets all of your needs. They will consider everything that you need and take that into account before deciding on the best investment options for you. [Read more...]
Best Mutual Funds Report
May 10, 2011 By Leave a Comment
There is something to be said for building a portfolio that offers diversification for investors. Achieving diversification via stock investing can be difficult for some investors. It can take a lot of money to diversify a portfolio using individual stocks. The easiest way for most people to achieve portfolio diversification is by investing in mutual funds.
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Mark Riddix Featured in Black Enterprise
May 6, 2011 By Leave a Comment
This month Mark Riddix is featured in the Mutual Fund Finder’s section of Black Enterprise. He lists three mutual funds that he thinks are good investments and gives his outlook on the market as a whole. You can read the entire column by visiting the link below.
Black Enterprise Mutual Fund Finder
Mark Riddix Featured In The Wall Street Journal
April 2, 2011 By Leave a Comment
The Wall Street Journal has run a special feature in its Wealth Advisor section on the investments of four financial advisors. Mark Riddix was included in this special feature. Read about New Horizon’s founder’s early investing experiences in the Wall Street Journal.
Download it here.
Financial Planning Steps
April 2, 2011 By Leave a Comment
Step 1: Initial Inquiry
We will discuss your interest in our financial planning services. We will provide you with information about our advisory services, and fee structures. We will also provide you with a brochure and introductory materials.
Step 2: Informational Meeting
This is a meeting to discuss your investment philosophy, objectives andpreferences. This meeting will also discuss the specific services that you are interested in. An estimated fee will also be provided to you. One half of this fee is due upon agreement to enter into services.
Step 3: Data Gathering And Initial Preparation
Information about the client’s financial life will be gathered. We will seek to assess financial goals, needs and priorities. An investor profile questionnaire will be completed to determine your investment attitude and risk tolerance. Reports and summaries are developed from the financial information gathered.
Step 4: Investment Plan Formulation
All information previously gathered is analyzed and a specific report is formulated based upon a number of factors (age, income, tax bracket, investment goals, risk aversion, financial situation).
Step 5: Financial Plan Presentation
You will be presented with a customized financial plan based upon yourfinancial goals, objectives and risk tolerance. The complete plan will bereviewed as well as all recommendations and instructions for implementation. Final payment is due on this date.
Services
April 2, 2011 By 1 Comment
New Horizons Management & Financial Consulting, LLC is an independent Registered Investment Advisor, providing personalized consulting services to individuals and businesses. We offer the following services:
Investment Advisory Services-
Real Estate Consulting Services
Business Management Services
Entrepreneurship Training Services
Educational Consulting Services
Entrepreneurship Program
March 21, 2011 By Leave a Comment
Entrepreneurship Program
New Horizons Management & Financial Consulting, LLC performs consulting services for individuals seeking to own their own business. The Entrepreneurship program is a series of workshops for adults age 21 years and older, which includes:
Business Plan Formulation
We teach individuals how to formulate a qualitative business plan.
Presentation Skills Development
We work with individuals on how to present your business plan and prepare you to answer questions that potential investors may have about your business.
Networking
We bring in potential investors who can help finance your business ventures. You will have the opportunity to present your business plan before a group of investors who then decide if they will finance your business.
Retirement Planning
September 2, 2010 By Leave a Comment
Preparing for your retirement may be the most important financial decision that a person makes. The average American household has only saved $18,750 for retirement. Most Americans are on track to fund only 59% of their needed retirement income. Therefore it is critical to establish the proper retirement plan and New Horizons can help. We provide advice on helping you select the proper qualified plan to meet your retirement needs. The proper retirement plan can provide you with either tax deferral until retirement or tax free earnings growth. We provide assistance with the following plans:
Traditional IRA
Roth IRA- 401(k)-
403(b)
SEP-IRA
SIMPLE IRA
Solo 401(k)
Profit Sharing Plans
Real Estate
February 2, 2010 By Leave a Comment
New Horizons Management & Financial Consulting, LLC provides consulting services in the areas of commercial and residential real estate. We can assist you in the following areas:
- Real Estate Business Planning
- Real Estate Consulting Services
- Buying and Selling Process
- Real Estate Investment Services
- Commercial Real Estate
- Real Estate Investment Trusts (REIT)
- Real Estate Management Services
- Real Estate Marketing Services
