Having an emergency fund is a crucial aspect of financial planning. It acts as a safety net, providing you with peace of mind and financial security d
FINANCIAL PLANNING & INVESTMENT MANAGEMENT
Do you face these challenges?
- knowing if you have the best portfolio?
- keeping track of your fund performance?
- making sense of your financial statements?
- figuring the best way to invest your money?
Let us help.
If you answered yes to any of the above, you’re not alone.
We see firsthand how time-consuming it is managing your investment and financial affairs. Our aim is streamlining your efforts to make a difference.
We work with CPAs and estate attorneys. This allows us to provide our clients with the comprehensive services they need to stay on top of their finances and keep their business running smoothly.
With our personalized solutions, we are able to provide you with the service you need.
There's Power In Numbers.
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.
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.
INTEGRITY IS OUR PRIORITY
The client comes first. Whether you are an Individual, a Business Owner, or both, each come with a unique set of challenges. 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.
We strive to create superior, clear financial strategies. We promise to put the client’s need first and provide transparent and consistent communication, ensuring that financial assets are positioned to accumulate and preserve long-term wealth.
What's Keeping You Up At Night?
WE CAN HELP
Powerful Insight Right At Our Fingertips
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.
Social Security benefits play a crucial role in retirement planning, providing a steady income stream for individuals and families. However, deciding
Setting financial goals is a crucial step towards achieving financial stability and success. Whether you’re looking to save for a down payment on a ho