At The Strebel Planning Group, we take the time to get to know you. Your lifestyle, family and business aspirations become the foundation of your financial plan, which guides you step-by-step toward achieving your goals. We see our role as a facilitator to help you grow, preserve and position your wealth in a way that is aligned with your core values and heartfelt goals.
Our expert staff can help you with any tax situation:
By utilizing the skills of an experienced accountant and bookkeeper you can streamline the paperwork in your business. Every hour you and your key employees agonize over records, taxes, payroll and other accounting functions you are losing money. We can simplify your bookkeeping system and allow you to concentrate on running your business and increasing profits.
Long-term financial success does not just happen. Even professionals and entrepreneurs with high annual incomes or income potential do not have a lock on success when it comes to meeting such goals as retirement planning, funding major purchases or dealing with life's contingencies.
After years of advising investors, we know the patterns. Emotions pervade, pushing rational thinking aside. Investors often buy at the top and sell near the bottom. Chasing tips from friends, relative or co-workers becomes a sport -- each in pursuit of the next big thing.
Today's population will live longer during retirement than previous generations so it is essential that we make sound financial plans for our retirement years. Simply having life insurance or putting money aside each month is not enough.
Think the only way you'll be able to afford your child's future college bill is by winning the lottery? Think again. While the soaring costs of college can be overwhelming, a bit of careful planning can help you leap this financial hurdle. In fact, thanks to some generous tax code changes, it's now easier than ever to save.
A client's estate planning objectives typically relate to one or more of the following basis concerns:
Our coaches are committed to YOUR vision, strategy and results!
"My business is doing well; revenues are up. YET, I feel chained to my practice. It's completely dependent on me, with everyone counting on me to solve countess daily problems. I can't get away. It controls my life."
Money Coaching can help you:
Long-term care is something you may need if you can no longer perform everyday tasks by yourself. For example, there may come a time when you need help getting dressed, eating, or bathing. It also includes the kind of care you would need if you had a severe cognitive impairment like Alzheimer's disease.
Life insurance can be one of the most important pieces of your financial plan.
How much life insurance do you need? The answer is: "It depends." Your income, goals, health and current financial status are each a factor. Meet with one of our financial professionals today to help determine the right amount of insurance to protect your family and provide you with peace of mind.
Annuities are a unique retirement savings vehicles as they can cover both sides of the retirement planning equation, growing your savings and turning them into retirement income that you can't outlive.
In its most basic sense, an annuity is a legal contract between you and a life insurance company. You agree to pay the insurance company one or more payments, called premiums. In return, the company promises to pay you income for a specified time period, such as for the rest of your life, beginning now or at a later date.
When deciding to invest in mutual funds, you should first make sure that you have a clear understanding of your investment objectives. When you invest in a mutual fund you are investing in a diversified portfolio of investments that normally fluctuate in value. To obtain the best results, your investment should generally be regarded as a long-term investment (i.e., 5 years or more).
Contact us today to find out more about offering any or all of these benefits to your employees:
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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