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

Who needs a Personal CFO?

Welcome to Keeping Track - a new service to help you manage your personal day-to-day finances - those important but often tedious tasks of handling the checks and credit cards and other bill-paying - all the financial paperwork that has become so time-consuming in administering today's household affairs. Keeping Track is designed to take over the regular responsibility for, and eliminate the headache of, the sometimes difficult handling of your day-to-day finances - to free up your valuable time.

Who needs this service?

Perhaps you have reached the stage of life where you begin to worry about bill paying or account-keeping not being organized. Or, possibly worried about the mishandling of funds by vendors, banks, etc.

Perhaps you are a recent widow or widower and the day-to –day finances had been managed by your spouse.

Perhaps you are a working couple, like many, working 2 or 3 jobs, and just don't have the time and energy to work on keeping your finances on track.

Perhaps you live out of town and are worried about fiduciary responsibility for parents

Or perhaps you just don't like the detail involved in all the tedious keep or records just to maintain your personal affairs.

There are many reasons to need your "Personal CFO".

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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