How Are Financial Advisors Paid?

🎯 Why Our Transparent Pricing Model Puts You First | Strategy-First Financial Planning Explained

Are you tired of traditional financial advisors charging high fees without delivering personalized value? Discover how New Horizons Boutique Financial Services flips the model—putting you, your goals, and your strategy first.

In this quick walkthrough, we break down:
✅ Why our 0.5% investment management fee + flat monthly subscription can save you thousands
✅ What it really means to have a fiduciary aligned to your entire financial plan—not just your investments
✅ How we help you make smart decisions on taxes, legacy planning, retirement income, Roth conversions, RSUs, deferred comp, and more
✅ The flexibility of a month-to-month commitment—no contracts, no product pushes
✅ Why this model creates long-term trust, real-time access, and customized financial clarity

👨‍👩‍👧‍👦 Designed for high-net-worth professionals (typically 45–60) with $1M+ in diverse assets (ROTH, 401(k), deferred comp, RSUs, brokerage, and more) who want guidance without giving up control

💼 Think of us as your "pocket CFO"—here to coordinate your strategy across taxes, estate, investment, and life transitions.

📲 Book a complimentary call today to see how this strategy-first, transparent approach can elevate your financial future: https://www.newhorizonsbfs.com

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