Phone #: (607) 275-1275
Fax #: (607) 275-1276
Address: 944 Dryden Road
Ithaca, New York 14850

Please fill out this form in it's entirety by answering all questions.

If you are unsure about the answer to any of the questions, simply choose the answer that most closely resembles your choice.
When complete, please click on the submit button on the bottom of the page. A copy of the report submitted to The Strebel Planning Group will also be sent to you.

Introductory Survey

The Strebel Planning Group looks forward to welcoming you to our office.

We truly appreciate the opportunity to meet and spend some time with you.

The introductory meeting is exploratory in nature. You will not be charged nor will you be obligated to work with us.
Please take a couple of minutes to complete this form. All information you share with us will be held in the strictest confidence.

Thank you!
The Strebel Planning Group Team

Your personal information:

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Full Name*:

Date of Birth*: Age*: Nickname*:

Email Address*:

Occupation*: Annual Income*: $

Employer*: Work Phone*:


Your partner's information (if applicable):

Partner's Full Name:

Date of Birth: Age: Nickname:

Email Address:

Occupation: Annual Income: $

Employer: Work Phone:


Contact information:


City: State: Zip:

Home Phone: Home Fax: Preferred Phone Number:

Marital Status: Wedding Anniversary Date:

Children Information (if applicable):

Child's Name:
Date of Birth: Age:

Child's Name:
Date of Birth: Age:

Child's Name:
Date of Birth: Age:

Preferred Written Communication Channel

How did you hear about us? Other:

You were referred to us by:

Do you currently work with a Certified Public Accountant? Yes   No
Have you worked with an accountant in the past? Yes   No
Do you presently prepare your own tax returns? Yes   No
Do you currently work with a Certified Financial Planner? Yes   No
Have you worked with a financial advisor in the past? Yes   No
Do you presently do your own financial planning? Yes   No
Are you a business owner? Yes   No

The focus of this meeting is

Investible assets (includes savings, stocks, bonds, retirement assests):

What was your motivation for contacting our firm?

What specifically do you want to be sure we discuss during this meeting?

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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