Next Horizon Wealth

10/26/2026

This week, we recognize John Burke’s four-year work anniversary. John’s dependable support and commitment to the team help keep important work moving forward. Please join us in congratulating John!

10/24/2026

Randy and Yolanta enjoyed exploring Lake Como by bike. The lake and surrounding scenery made a beautiful backdrop for their ride through Italy.

10/23/2026

Strong planning is not about predicting every outcome. It is about understanding the variables, preparing for several possibilities and knowing which decisions can wait.

10/21/2026

Your business equity touches everything— growth, taxes, and your personal future. We can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.

10/20/2026

Exciting news from Next Horizon Wealth!

Please join us in congratulating John on his promotion to Associate Financial Advisor. In his new role, John will continue working alongside the advisory team to support clients throughout the financial planning process, from personalized advice and investment recommendations to ongoing service.

We’re proud to celebrate this next step in John’s career and look forward to what’s ahead.

https://bit.ly/4jxUOTC

10/19/2026

Fresh gear has arrived! We’re ready to represent Next Horizon Wealth in and out of the office. Which are you choosing: the classic navy polo or the white hat?

10/15/2026

Please join us in wishing Randy a wonderful birthday and a year filled with good health, meaningful moments and plenty of reasons to celebrate.

10/13/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

10/09/2026

Research on “choice overload” shows that when decisions become complex, having more options can make it harder to choose and may lead people to delay decisions altogether.
In business, more isn't always the answer. Clear priorities and a framework for making decisions can help cut through the noise and keep you focused on what matters.

Researchers investigating the psychological effects of choice have provided extensive empirical evidence that having choice comes with many advantages, inclu...

10/08/2026

There’s no shortage of financial information. What can be harder to find is perspective.

At Next Horizon Wealth, we start by understanding what matters to you, then help bring the different pieces of your financial life together through education, proactive guidance and ongoing conversations.

Because financial planning isn’t just about the numbers. It’s about having a plan that reflects your priorities, your family and what you want your next horizon to look like. Legal File #8991335

https://bit.ly/4eoQSkr