FULL-SERVICE FINANCIAL PLANNING

TAILORED TO YOU

FINANCIAL PLANNING

With our knowledge in both financial markets and tax codes, we strive to create superior, clear financial strategies for our clients.

INVESTMENT MANAGEMENT

With our broad based knowledge in financial markets, we aim to bring our clients a sense financial freedom and independence.

TAX STRATEGIES

With our knowledge of tax law, we are able to develop strategic financial plans with an eye for balance to risk, reward, and tax efficiency.

There's Power In Numbers.

COLLABORATION

We believe that the best way to tackle your financial goals is to team up. We partner with CPAs and independent financial teams in the industry to equip you with the knowledge and flawless collaboration you want and need; our team is your team.

Growth Is Never By Chance.

PROSPERITY

At New Century Investments, we like to share our years of expertise with our clients. With that comes the advantage of knowing growth is achieved due to expert planning and goal setting. Our goal is to help our clients achieve prosperity and know how it happened.

STRATEGIC FINANCIAL PLANNING

OUR PHILOSOPHY

The client comes first.  Whether you are an Individual, a Business Owner, or both, each come with a unique set of challenges and with the ever changing tax laws and investment markets, we understand the difficulty involved.  We strive to deliver clients with financial expertise that amasses wealth and lowers tax.

In order to achieve financial freedom, there are 3 major considerations – Financial Planning, Investment Planning, Tax Planning.  Without knowledge in each function, you’re leaving something on the table.

OUR PROMISE:
We promise to treat each financial decision with great care.  We offer Full Service Financial Planning, Investment Management, and Tax Planning.  We are significant partners alongside our clients, using nearly all of the same investments in our own portfolios.  We strive to provide clear, transparent, and consistent communication with our clients, as candidly as possible, to ensure their financial assets are positioned to accumulate long-term wealth.

What's Keeping You Up At Night?

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Recent Posts From Our Blog

NCI knows that knowledge is power, that’s why we strive to provide our clients with tools, tips, and advice they can access anywhere. Our blog contains information to help you feel more confident with your financial decisions. Below are our most recent posts, click here to view our entire archive. Below are our most recent post, click here to view our entire archive.