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Does your retirement plan invest in stocks or bonds? Mutual funds or government
securities? Does your retirement plan seek growth or income as it primary goal? Are
you too heavily concentrated in any one area? These are important questions to ask
when looking at your retirement plan or portfolio. As important as it is to select the
right plan; it is equally important to ensure that you have the proper securities in your
portfolio.
1. Current Portfolio Evaluation
New Horizons will perform an evaluation of your current investment portfolio or
retirement plan.
2. Portfolio Analysis
New Horizons will analyze your portfolio to determine if assets are properly
allocated to meet your long term goals.
3. Plan of Action
New Horizons will also determine the optimal portfolio mix for you based upon
your risk tolerance and objectives. We will then recommend a plan of action for
you to implement to maximize portfolio growth.
Accomplish Your
Goals"
5221 Red Hill Way
Baltimore, MD 21237
(410) 933-5662
info@newhorizonsadvisors.com
© 2006 New Horizons Management & Financial Consulting, LLC
All Rights Reserved
