FINANCIAL PLANNING & INVESTMENT MANAGEMENT

FINANCIAL PLANNING

With our knowledge in both financial markets and tax law, 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.

Do you face these challenges?
  • knowing how much to set aside for taxes?
  • keeping track of your business expenses?
  • making sense of your financial statements?
  • figuring the best way to invest your money?
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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 in-house with CPAs and have a full team of accountants and tax preparers through our tax company, Andrea Ward CPA. 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.

Schedule a time with us

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.

INTEGRITY IS OUR PRIORITY

OUR PHILOSOPHY

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.

OUR MISSION:
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.

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    by
    October 20, 2022

    Legacy Planning: Your Guide to a Last Will and Testament

    A will is a document that outlines your wishes for what should happen to your estate after you die. It can be simple or complex, but it’s an essential piece of documentation that everyone should have. At New Century Investments, we can help you prepare for your meeting with an estate attorney. We will work with you to create a tax-focused financial plan that considers your unique situation.

    Read More…
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