Does your retirement plan invest in stocks or bonds? Mutual funds or government securities? Does your retirement plan seek growth or income as it primary goal? Are you too heavily concentrated in any one area? These are important questions to ask when looking at your retirement plan or portfolio. As important as it is to select the right plan; it is equally important to ensure that you have the proper securities in your portfolio.
1. Current Portfolio Evaluation
New Horizons will perform an evaluation of your current investment portfolio orretirement plan.
2. Portfolio Analysis
New Horizons will analyze your portfolio to determine if assets are properlyallocated to meet your long term goals.
3. Plan of Action
New Horizons will also determine the optimal portfolio mix for you based uponyour risk tolerance and objectives. We will then recommend a plan of action foryou to implement to maximize portfolio growth.
