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...]
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.
