FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Our Services

As your advocate, we are committed to working for financial freedom for you and your family. Through understanding your current situation and identifying your most important financial goals, we strive to grow and protect your wealth through all stages of life.

Our carefully constructed financial plans are designed to help you get your financial life organized, retire comfortably, and give you confidence that your money will last. We understand that personal situations and goals can change overnight, and we strive to provide the assurance that we’ll be here whenever you need us.

Financial Planning

Financial Planning provides the means to unify all aspects of your financial life. A financial plan is a simple overview of your" big picture", and it helps our advisors develop strategies for you that allow you to make better financial decisions.

While using one-size fits all strategies may be the common approach of many firms, we specialize in tailoring plans to fit your current situation while laying a foundation for future growth. From providing life, disability, and long-term care insurance, to developing tax-advantaged college savings plans and assisting families with special needs, to building the investment program to carry you through an independent and dignified retirement, our advisors strive to help you achieve the most important goals of your life. 

Wealth Management

Our goal is to provide our clients with flexibility based on their best interests through all market conditions. We strive to develop strategies that guide you through the ever-evolving landscape of your financial life. By centering your goals and dreams at the heart of our process, our advisors can enhance your understanding of how financial planning, investment strategies, retirement income planning and estate planning align with those goals and dreams.

Investment Management

We are dedicated to designing and managing investment portfolios with a high level of personal service. As a defining feature of New Era Financial, our wealth management strategies incorporate processes to assure we understand client priorities, goals, and dreams. In addition to identifying short and long-term objectives, we will assess your resources and your level of risk tolerance. Our advisors strive to gain a deep understanding of your situation before offering recommendations. While we strive to offer the best investment strategies, our clients will always make the final decision.

We can draw upon a broad investment universe to deliver a diversified portfolio that is designed for the long-term achievement of your goals.

Estate Planning

Truly comprehensive planning goes beyond retirement planning and the transferring of wealth. At New Era Financial, we believe in establishing a financial tradition that crosses generations. Our strategies incorporate your family’s most cherished values, and we build plans that will strive to adhere to them. As we build these plans, we work closely with your tax and legal professionals.

As your needs evolve and circumstances change, we will adapt your plan. As your advocate, we will help ensure that your plan prepares your heirs for the transfer of your wealth to them.

Retirement Planning

Whether you’re in the prime of your career, or just a few years away from leaving the workforce, or already enjoying your retirement, we can help create an investment plan that meets your long-term goals. Our advisors are able to offer detailed projections of when you could retire, at what level of income, and how to potentially make your income last a lifetime or two!

Since our inception, we have helped clients effortlessly transition from the working world into retirement. By looking at the whole picture of your life, we can develop your plan of action that evaluates pensions, 401(k) plans, savings, stock options, deferred compensation, and other assets to structure a reliable income stream throughout your retirement years.

Tax Planning

You worked hard to get here, and your financial plan must be equally competent in protecting what you’ve built. At New Era Financial, tax strategies are essential to our practice. For individual investors and business owners, our advisors specialize in maximizing after-tax income, protecting assets against taxes and inflation, identifying tax-deferral strategies, and more.

Just as you diversify your assets among cash, stock, bonds, and real estate, our advisors also believe in diversifying your assets from a tax perspective. With such diversification, our strategies empower you to respond to changes in tax codes and enhance your retirement money irrespective of these changes.

Protection Strategies

Growing your wealth is a priority, but protecting and preserving your assets is equally important. Wherever you are in life’s journey, it’s crucial to understand the ramifications of sudden changes and ensure the continued protection of you and your loved ones.

As a comprehensive financial planning firm, we have access to a full menu of insurance solutions, including life, disability, and long-term care insurance for the continued protection of your assets. We will review and monitor your policies and we will seek new opportunities to protect what you’ve worked so hard to achieve.

Education Planning

Rising education costs require a forward-thinking plan. At New Era Financial, our approach to education planning goes beyond paying for college. Our advisors can help you prepare for one of life’s biggest investments.

Wherever you are in life, we’ll help you strategize so you can give your children or grandchildren the education they need. Through various cost-effective strategies, including tax-advantaged 529 college saving plans, we’ll help secure your loved ones’ education.

Business Planning

We take your business as seriously as our own. At New Era Financial, our advisors will help build solutions tailored to your firm’s values and objectives.  Whether your company is big or small, our strategies empower you and your team to be in greater control of your financial future.

Our services include business continuation planning, exit strategies, key person planning and more. With the longevity of your firm in mind, our process starts with understanding and assessing your team’s goals, then creating unique strategies to realize them.