Services

Asset Management

Building an investment portfolio that will help work toward the achievement of your long term goals requires a (1) thorough exploration of those goals, (2) designing an asset allocation that is expected to work toward your desired long term returns while remaining consistent with your risk tolerance, and (3) selecting proven investment alternatives when implementing your asset management plan.



Investments

New Era's independence and objectivity gives us the freedom to select investments with the interests of you in mind. All securities are offered through J.W. Cole Financial, a broker-dealer based in Tampa, Florida. Member FINRA/SIPC.



Wealth Management

Our values-based planning approach for high net worth clients can help give confidence to clients seeking financial independence while also pursuing their Family Legacy and Social Capital Legacy goals. Inherited or sudden wealth present unique issues and require focused attention and management.



Estate Planning



Plans for passing wealth to future generations must address who will receive what, how and when it will be received, and how do we minimize the costs and settlement time of such transfers. Over the next 20 years, it is estimated that over $20 trillion will pass between generations.



Retirement Planning



With inflation, the increase in life expectancies, and the likely restructuring of Social Security, it is critical that individuals and families commit themselves to a plan that accumulates wealth for retirement and preserves wealth and purchasing power during their retirement years.



Tax Planning



Pay now, pay later, or pay NEVER? Having a plan to reduce the impact of taxes on financial plans can be key to long-term financial success.

Risk Management

Over-insured or under-insured? Proper and adequate insurance is a key ingredient to any sound financial plan. We can provide plans in the areas of life insurance, long term care insurance, disability income insurance, and health insurance.



Education Planning



With the costs of education continuing to rise, accumulating wealth for the education of one's children will require more attention. From Section 529 plans to the use of trusts, we will find the right plan for you.




Business Services



Whether you are just starting in business or ready for succession planning, we can provide you the creative thinking and strategic planning to help make your plans a reality. In addition, our executive retirement planning strategies can prove invaluable to small business owners and their key employees.



Financial Plans



After clarifying your present situation and identifying your personal goals, your New Era planner can prepare a plan with specific recommendations to help you work toward your goals. The plan will focus on specific problems that stand in your way and will offer ways to implement any recommendations.

We are a full-service financial firm committed to helping people pursue their long term financial goals. We offer a wide range of financial products and services to individuals and business owners. 



Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.