Investment advisory and financial planning services are offered through New Horizon Retirement Advisors, a State of Michigan registered investment adviser able to provide investment advice in states where it is registered, exempt, or excluded from registration. Content contained herein is for informational purposes only and is not intended and should not be construed as personalized investment advice or an offer for the purchase or sale of any security, insurance, or other investment product. Investments involve the risk of loss, including possible loss of principal. Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here. Content provided may be obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.
AI Disclosure
The chat assistant on this website, our text message follow-up, and the Retirement Readiness Scorecard report have been produced by artificial intelligence (AI) tools, specifically Claude, developed by Anthropic. These tools are used to enhance our investment process rather than replace human judgment. While we strive for accuracy, AI models can produce incorrect information or unexpected outputs. AI tools are not infallible and are subject to certain limitations. Namely, AI tools tend to excel in data driven tasks, but the ability to understand and interpret human emotion is limited. As such, clients should not view insights and/or deliverables made possible solely through these tools as determinative in deciding what securities products to buy or sell or in what securities strategies to engage. AI tools that are designed to mimic the insights of only one person will not be able to benefit from other external inputs. We maintain human oversight over all investment decisions generated or supported by these tools. Our AI tool, Claude, does not favor any product or revenue benefits for New Horizon Retirement Advisors. Client data remains confidential and subject to the terms of our Privacy Policy.
