New York: Ithaca, NY
New Jersey: Flanders, NJ

Our History

We learned this the hard way. After 15 years in business, we reached a plateau that could have easily taken us down. We had built our business the way so many do. When there was more work, we simply worked harder. We repeated hiring mistakes over and over again. Our systems for customer service were anything but robust, so work we promised fell through the cracks. We overcame these shortcomings by working harder, and the cycle repeated itself endlessly.

It was fortuitous, then, that Paul received a postcard from E-Myth Worldwide. This institute was formed based on the seminal work of Michael Gerber, and his book The E-Myth Revisited, why Small Businesses don't Work and What to do About it. The E, by the way, stands for Entrepreneurial. The response to this book was incredible, and business owners everywhere were asking for help in incorporating the philosophies and systems it outlined. E-Myth Worldwide was reaching out to CPAs to undergo coaching training, knowing that they had access to lots of small business owners with similar problems. The message resonated with Paul immediately, and he embarked on a 3 year training program. The results at The Strebel Planning Group were measurable, and our small business clients benefitted greatly from the coaching Paul provided. The response was so overwhelming that Leslie pursued her coaching certification shortly thereafter.

As the years went by, other financial advisors observed the changes that our firm and we personally, had undergone. “We want some of that!” they clamored. So in addition to consulting with existing small business clients at TSPG, we started working with advisors (If you are a financial advisor, click here). They liked the fact that we thoroughly understood their business model and daily challenges. It benefitted them when we shared solutions to perpetual problems that had been solved successfully by other advisors in our network. And they (as well as E-Myth Worldwide) asked Paul and Leslie about working with other small business owners around the country. Journalists started noticing as well, and multiple articles were written. This lead to speaking engagements at conferences across the country. What started as a locally based invention out of necessity evolved into the diverse and widespread coaching firm it is today, with the name Ultimate Results saying it all.

New Horizon Financial Strategies is a Registered Investment Advisor. Certain representatives of New Horizon Financial Strategies are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.

This website is for informational purposes only and not an offer to buy or sell securities.
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.

New Horizon Financial Strategies ("NHFS") is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NHFS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of NHFS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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