Our Elite Concierge Service was created out of demand for clients who are looking for our high level services in one premier platform. This elite service provides exclusive time with our Financial Planners, Accountants, Coaches, CFO, and Operations Manager and guides you through a unique, custom delivered discovery process, designed around your business. Working with you, and your team we can then provide an unbiased and accurate perspective in the following areas of your business and life:
Transitional - Where are you and where do you want to go?
Fulfillment - Is your professional and personal life in balance?
Data and Analytics - How well does your technology and data serve you?
Taxes and Accounting - Are you taking steps to minimize this year’s tax liability?
Business Processes - Are you systematic, streamlined, and integrated?
Organizational - Are the right people engaged, and doing the right job?
Customer Relationship - Are you connected to your clients and customers?
Marketing - Are you on target? Getting quality leads? Promoting referrals?
Financial - What’s your “money type” and do you have a comprehensive plan?
Exit Strategy - What are your options? How and when?
Most importantly, we don’t just tell you what you should do, but can help implement change to make a difference you can see!
Limited contracts available per year. Minimum contract price ranges around $35,000 but is dependent on your individual needs, and goals. Contact Leslie Strebel directly at 607-275-1275 for availably and how our team can help yours!
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.
© The Strebel Planning Group | All Rigts Reserved 2013 - 2019