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New Horizons Wealth Mgt - Why use a financial advisor?

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by

Robert Giarraffa

on 9 June 2014

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Transcript of New Horizons Wealth Mgt - Why use a financial advisor?

PERSONAL FINANCE CAN BE
CONFUSING
a professional team
So how do you have the time to sort through the financial confusion?
Especially when every friend, family member, and media show seem to have different ideas
The problem is...
...you have a lot to think about already.
work
family
events
trips
life
Retirement
Planning
Budgeting
Education

Investments
Debt Consolidation
Taxes
Refinancing
IRAs 401(k) Roth IRAs
Emergency Fund
Cash Flow
Insurance Protection
The answer is simple.
one comprehensive plan
&
Let us help.
Cash Flow
Investment
Strategy
Insurance
Protections
GOALS
while keeping it
understandable and
Independent
Our independent structure
means true objectivity -

Fee Based
freedom to use products or
services from any company
and with fee based compensation -

our income is driven by
performance, not transactions
Leaving you to just focus on today
As we'll be watching your horizon
What's on your horizon
Why use a financial advisor?
control arrows
Securities offered through TFS Securities, Inc., Member FINRA/SIPC
a full service broker dealer located at 437 Newman Springs Rd., Lincroft NJ 07738 (732) 758-9300
Investment Advisory services offered through TFS Advisory Services, a division of TFS Securities, Inc.
full
screen
We focus down to organize the confusion
So you can work towards your goals.
Full transcript