STEP 2: Book Your Freedom Fund Session — Get a Personalized Plan to Unlock Your Financial Freedom

Our retirement strategies work best for those with investable assets of at least $250k+

This isn’t a sales pitch. It’s a complimentary strategy session where we’ll review your current savings structure, uncover where your money might be trapped, and show you proven ways to create liquidity and flexibility

Know Exactly Where Your Wealth Is Locked — and How to Regain Control of It

Reveal where your money may be trapped in pre-tax or illiquid accounts—and how to reallocate for greater accessibility and control.

See how much of your portfolio is exposed to the Liquidity Illusion with a personalized Liquidity Snapshot.

Learn how to balance your Order of Operations to optimize taxes and flexibility—without overfunding the wrong accounts.

Walk away with actionable next steps to ensure every new dollar you save moves you closer to freedom, not further from it.

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). New Horizons BFS and JWC/ JWCA are unaffiliated entities. The information contained in this presentation does not purport to be a complete description and is intended for informational purposes only. Any opinions expressed are those of New Horizons BFS and not necessarily those of JWC or JWCA. This information is not intended as a solicitation or an offer to buy or sell any security or investment product. Information is solely intended for recipients in jurisdictions where the named financial professional(s) are licensed to engage the investing public. Investments and strategies mentioned may not be suitable for all investors. New Horizons BFS and JWC/JWCA do not provide tax or legal advice. Always discuss any tax or legal matters with an appropriate professional. The S&P 500 and other such indices are unmanaged, do not incur fees or expense, cannot be invested into directly and individual investor’s results will vary. Past performance is no guarantee of future results. As with all investments, income generating programs, etc. various risks may exist and JWC/JWCA recommends you consult with your financial professional prior to making any financial decisions