Services

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

Investments

New Era’s independence and objectivity gives us the freedom to select investments with the interests of our clients in mind.  All securities are offered through Mutual Service Corporation, a broker-dealer based in West Palm Beach, 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 their own set of issues and require intensive 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 planning.

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 will prepare a plan with specific recommendations to help you work toward those goals.  The plan will focus on specific problems that stand in your way and will offer ways to implement any recommendations.