New Horizons Financial Services

 The New Horizon of Your Financial Future

Today's investment climate offers unprecedented opportunities. At New Horizons Financial Services, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  • A clear understanding of their financial goals
  • A well-defined roadmap for achieving those goals
  • Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing.

If you want to schedule a complimentary meeting, have us prepare a personlized analysis for you, or even if you just have a simple question and want to talk with someone, you can:

We look forward to helping you.

Karen Soroka
Financial Consultant
 We are proudly associated with the 4th River Financial Group 

 
 

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

Save More to Have More

There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

More Newsletters →