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.

Issues and Concerns Survey


Personal Information:

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Tax Planning

 
Do you feel you pay too much in income taxes?
Are you using all the legal tax loopholes to reduce your taxes?
   

Retirement Planning

 
Are you already retired?
Do you plan on retiring soon?
Do you know at what age you would like to retire?
Do you have enough money for retirement?
Do you own a retirement plan from a previous employer?
   

Education Planning

 
Do you plan on having (more) children?
Do you have sufficient funds for your children's education?
Have you determined final inflation adjusted college costs?
Is the money invested properly?
Are there any other family members (grandchildren, etc.) that you wish to assist with education funding?
   

Investment Planning

 
Do you need financial organization?
Do you have sufficient cash flow?
Do you need budget planning?
Are all your investments managed in a coordinated fashion?
Has your portfolio been reviewed by an independent advisor?
   

Insurance Planning

 
Do you have the right amount of Life Insurance?
Do you have enough Long-Term Disability coverage?
Do you own a Long-Term Care policy?
Do you have Comprehensive Health Insurance Coverage?
Are you paying too much for your insurance program?
Have you had an objective review of your insurance program?
   

Company Benefits

 
Are you taking full advantage of your company benefits?
Do you know if your company's benefits are adequate?
Do you know if your company's pension plans are adequate?
Do you plan on changing jobs?
   

Estate Planning

 
Do you have a will?
Have you had your will reviewed recently?
Have you done inheritance planning?
Do you have trusts?
Do you have a will? your estate avoid probate?
Are you the beneficiary of any wills or trusts?
   

Mortgage Planning

 
Do you plan on moving?
Do you plan on buying a home?
Do you plan or need to refinance your home?
Do you need mortgage and other financing analysis?
   

Overall Planning

 
Do you need a coordinated integrated financial plan?
Do you spend enough time on planning your finances?
Do you know what a Certified Financial Planner does?
Have you set specific financial goals?

Additional Comments or Concerns:




 

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. Leslie Strebel is licensed in the states of New York and New Jersey. .
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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