CONSULTING AND SPECIAL PROJECT SERVICES
Financial Planning
Pursuing your financial goals is more complex than ever. New types of securities, an ever-changing U.S. economy, and dynamic global markets all create opportunities – but only for those who have the time and experience it takes to make the right decisions.
You can join the select group of investors who rely on our time and experience. Because we devote our every effort to pursuing your investment objectives, you can take time to enjoy life. Not only will you meet the investment challenges of today, you’ll capitalize on the opportunities of tomorrow by adopting our disciplined approach to money management. We seek to enhance your personal wealth by pursuing growth over the long term.
As a matter of policy, we manage your money as if it were our own. In fact, the very nature of the fiduciary relationship ensures that our success depends upon your success – not on transaction volume or other investment approaches that can jeopardize the short-term stability of your investment portfolio.
Our financial relationship extends beyond investment expertise. We also offer a high level of personal service that is hard to match in today’s financial climate. We make every effort to understand you and your needs – all to offer you a very different kind of financial relationship.
Investment Services
Professional Asset Management Services – New Horizons Asset Management Group offers fee-based asset management services, including:
- Professionally managed, customized investment portfolios
- Wrap Accounts
- Employee Retirement Plans – 401k’s, Defined Benefit, Profit Sharing Plans, Money Purchase Plans, Simple IRA Plans
Full Service Brokerage – As a full service broker dealer, New Horizons has access to:
- NYSE – listed stock
- OTC stocks
- Corporate Bonds
- Municipal Bonds
- Government Bonds
- Agency Issues
- Open and Closed End Mutual Funds
Planning Services - New Horizons can help identify your specific goals and develop strategies to make your goals a reality including:
- Individual Financial Planning
- Retirement
- College
- Wealth Accumulation
- Estate Planning
- Trusts: Testamentary, Irrevocable Living and Inter Vivos
- Generation Skipping
- Family Foundation
- Business Continuation Planning
- Key Man
- Buy/Sell Agreements
- Disability Buy Out
- Estate Planning
Group Employee Benefits
Whether you are the only employee in your business or you have other employees working with you, you are faced with the challenge of managing your employee benefits programs. The challenge is more difficult than ever as cost of benefits continue to escalate, Tax regulations are constantly shifting and the need for competent guidance is stronger than ever.
New Horizons Asset Management Group can help you discover the right employee benefit solution. New Horizons offers you the expertise to help determine which employee benefits will help you meet the challenges of your Business. Whether your goal is to enhance your benefit plan, boost morale, reduce turnover or to control cost, New Horizons can help.
Our mission is to be the premier provider of Employee Benefit Programs in the Hudson Valley. So if your business has one or many employees, is incorporated or not, we can offer a plan and services suited to your needs. We make every effort to understand you and your business.
At New Horizons, we provide comprehensive Employee Benefit Program services that include retirement plans, group health, life, dental and disability plans. We’ll guide you through a complete analysis to pinpoint your goals, evaluate your business needs and answer all your questions and since we are independent we have access to all the major providers in the tri-state area - all to offer you a very different kind of relationship.
Business Retirement Plans - New Horizons Asset Management Group offers a wide range of employer sponsored retirement plans that include a distinguished array of investment choices, engaging employee communications, first class administration and dedicated retirement plan specialists. Plans Include:
- Simplified Employee Pension Plans (SEP)
- Simple IRA/401K
- Keogh or HR-10 Plans
- 401(K) Plans
- 403(b) Plans and Government 457 Plans
- Profit Sharing Plans
- Age-Weighted or Comparability Plans
- Money Purchase Pension Plans
- Defined Benefit Pension Plans
Employee-Paid Benefit Products - Now you can provide enhanced employee benefits with voluntary products at group prices without increasing your benefits budget. The voluntary program is designed for groups of two or more eligible employees and their families.
- Term Life and AD&D
- Dental
- Short & Long Term Disability Vision
- Long Term Care
- 529 College Savings Plans
- Auto & Home Owners Insurance
- AFLAC- Payroll deducted, guaranteed renewable supplemental insurance
Administrative Services - New Horizons can assist you in administering your Employee Benefits Programs. We can prepare, administer or assist you in preparing the following:
- Employee Benefit Administration
- Pension Plan Administration
- IRS 5500 Filing
- Section 125 Plan
For further information on New Horizons Asset Management Group, LLC with offices in Newburgh and Wappingers Falls, New York call or visit on:
Steven E. Gleason
845-567-3930
sgleason@nhamg.com
Thomas Hughes
845-567-3930
thughes@nhamg.com
Or contact one of the Partners at Vanacore, DeBenedictus, DiGovanni & Weddell:
Thomas D. Weddell, CPA
845-567-9000 Ext. 242
tweddell@vddw.com
Robert R. Marchione, CPA
845-567-9000 Ext. 243
rmarchione@vddw.com
Steven E. Howell, CPA, DABFA
845-567-9000 Ext. 217
showell@vddw.com
