Who We Serve
At New Horizons Financial Consultants, we provide personalized financial planning and wealth management services for individuals, families, retirees, and business owners throughout Evansville, Southern Indiana, and the surrounding Tri-State region.
As financial advisors, we believe retirement planning plan should be tailored to your unique goals, circumstances and stage of life.
Individuals & Families
Whether you're building wealth, saving for college, planning for major life events, or preparing for the future, we help create financial strategies designed to support your long-term goals.
Retirees & Pre-Retirees
Retirement planning involves more than investments. We help clients throughout Evansville develop strategies for retirement income, Social Security, healthcare planning, tax efficiency, and long-term financial confidence.
Individuals Navigating Divorce & Life Transitions
Major life events can create financial uncertainty. We provide guidance and financial planning support to help individuals navigate divorce, widowhood, career changes, and other significant transitions with greater clarity and confidence.
Professionals & Business Owners
From wealth accumulation and investment management to retirement planning and tax-aware financial strategies, we help professionals and business owners make informed decisions for their future.
Guidance for Every Stage of Life
No matter where you are on your financial journey, our financial advisors are committed to helping you make informed decisions and build a plan aligned with your goals, values, and vision for the future.
Wealth Management
Your wealth deserves more than a portfolio — it deserves a plan that reflects your life, your priorities & your vision for the future.
Financial Planning
Financial clarity starts with a conversation. Let’s create a retirement plan that gives you confidence, direction & flexibility for whatever life brings next.
Retirement Strategies
You’ve worked hard to build your future. Let’s make sure your retirement strategy supports the life you’ve envisioned.
Small Business Services
Let’s create a strategy that supports growth, protects what you’ve built & prepares you for what’s next.
Divorce Financial Planning
We provide specialized divorce financial planning to help individuals navigate this transition.
Legacy and Giving
Let’s create a strategy that honors your values & protects what matters most.
Get educated and started on your investment journey.
Protect your family at every stage of life.
Develop a roadmap as unique as you are.
Get guidance if you see change ahead.
