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My 401k is now a 201k". If your company has a 401k or similar retirement plan, this phrase has become all too familiar over the last three years.. Commitment. The fact that your company has a retirement plan shows your commitment to your employees.New Horizon Financial would like to help strengt
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1. New Horizon FinancialPresents Our solution to your companies retirement needs
2. My 401k is now a 201k
If your company has a 401k or similar retirement plan, this phrase has become all too familiar over the last three years.
3. Commitment
The fact that your company has a retirement plan shows your commitment to your employees.
New Horizon Financial would like to help strengthen the commitment to your employees.
4. How We Can Help
We at new Horizon Financial have the same type of commitment when we educate on retirement plans for small to medium sized businesses.
5. Our Promise We promise to have a representative from our office assigned to your company.
The representatives duty is to discuss, educate, and review for each employee their retirement plan choices.
This review will be done on your premises every 6 months at NO COST to your company.
6. Planning
New Horizon Financial is a full service investment firm dedicated to helping the business owner and staff with their retirement decisions.
Once a plan is established, we will provide the following for you and your employees.
7. A review of their current portfolio
8. A discussion of current market conditions
9. A follow-up to plan asset allocation models going forward
10. Seminars on the current investment choices their place in your portfolio
11. A one-on-one with an advisor to discuss employee financial goals
12. While New Horizon Financial can not guarantee returns, the use of an advisor might help your employees to make wiser retirement decisions.
13. Some other services New Horizon Financial provides are the following:
Mutual Funds Investing
Educational Planning
Fixed and Variable Annuities
401k Rollover Guidance
Employer sponsored 529 college funding payroll deduction plans
14. For any questions or comments please call
(201) 489-1118
Thank you from
New Horizon Financial
320 Palisade Avenue
Bogota, NJ 07603
www.newhorizonfinancial.com
15. Disclosures *Securities offered through Cadaret, Grant & Co., Inc.
Members NASD and SIPC
110 West Fayette Street
Syracuse, NY 13202
315-471-2191
New Horizon Financial and Cadaret, Grant and Company are separate entities