Financial Services

As a “fee-only” financial planning firm, we are committed to providing independent and non-biased financial help and advice to our clients.

What We Offer

At New Heights Financial Planning, we take a holistic approach to help you reach your financial goals. We do not concentrate on only investments, or only savings. We work to educate you on the best choices you can make in all aspects of your financial situation.

Below is just a sampling of areas where we can provide advice:

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  • Budget Analysis
  • Student Loan Payoff Analysis
  • Investment Analysis
  • Risk Management
  • Retirement Planning
  • College Funding Planning
  • Major Purchase Planning i.e. Airplane, Home
  • Employee Benefit Selection
  • Tax Planning
  • Estate Planning
  • …and more!
Comprehensive Financial Planning

A full financial plan including Cash Flow Management, Student Loan Payoff Analysis, Risk Management, Investment Analysis, Education Planning, Retirement Planning, Tax Planning, and Estate Planning. Receive customized advice and a personal action plan for the future.

On-Going Financial Guidance

Provides continuous advice on any financial planning topic including ongoing support throughout the year. Perfect for anyone who is looking for more accountability.

Investment Advisory Services

Contact us for a complete review of your current investments including stocks, bonds, mutual funds, ETFs, etc., to ensure your investments are appropriate for your situation.  We also work with other experts in the industry to make sure your investments and strategies stay properly aligned with your goals and dreams.

Let’s have a conversation

Schedule a free consultation with us to discuss how we may be able to help you with your specific needs.