At New Horizon, we are independent, local insurance professionals. As independent insurance professionals, we aren’t limited to one insurance company. Instead, we’re able to search out the company or companies that best suit each of our client’s individual needs. We work with several local accountants to help their clients mitigate market risk and help decrease the potential for rising taxes.
For the past 20 years, Barbara has built a following of loyal clients who rely on her experience to help build their financial resources and lower their taxable incomes. Barbara firmly believes that each client is unique, and she utilizes an individualized approach in her retirement income planning services. She works closely with accountants and tax attorneys to effectively meet the complex needs of her clients in the areas of retirement distribution planning and wealth protection.
Barbara uses her experience to provide personalized services for retirement income planning and also utilizes strategies to minimize taxes. She adopts a conservative financial strategy designed to deliver long-term value. Barbara is the founder and owner of New Horizon Financial Services and is a graduate of Northwestern University in Evanston, Illinois. She resides in Lincolnshire, Illinois, with her husband, Larry. Barbara and Larry are the parents of four children and proud grandparents of 11 grandchildren.
Amy has worked in the financial industry for 15 years and is responsible for client case management at New Horizon. She has built excellent relationships with all of our clients, and with her experience in the industry, Amy is able to help guide clients through strategies that have been tailor-made for their individual needs.
She graduated Magna Cum Laude from Columbia College of Missouri with a Bachelor of Arts in business administration and resides in Gurnee, Illinois, with her husband, Edward. They have four children and a grandpuppy.
Carrie Halperin is a Pulitzer Prize-winning journalist. She has worked for the New York Times, ABC Network News, and CNN. She is currently based in San Francisco, where she and her husband Alexander are expecting their first child. During her time as a journalist, Carrie covered business and finance, where she got firsthand experience with financial trends and market volatility.
Carrie grew up in a family and comes from a family of financial advisors. They taught her the ins and outs of financial planning and the importance of preparing for the future. After seeing the satisfaction her mother derived from helping families secure a better financial future while raising her own family, she decided to join the family business.
Carrie is a licensed insurance agent in California. She prides herself on her ability to research the best products and provide her clients the guidance they need to secure their financial futures.
Carrie has always worked to make sure her work reflects her dedication to honesty and fairness, whether it be in the newsroom or with clients.