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.
FINANCIAL PLANNING & INVESTMENT MANAGEMENT
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?
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.
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.
Are you looking to maximize your savings, profits, or both? As a business owner myself, I have come up with a simple, yet extremely effective way to build wealth. It is a great starting off point. I call it my 20/6/3 plan. The 20/6/3 Plan is an easy yet effective way to get your finances back on track. Continue reading to learn more!
Purchasing life insurance may seem like a menial task in the face of monumental expenses such as college tuition, raising children, buying a house, and saving for retirement. However, this is one expense that you cannot ignore. Life insurance is there to help your loved ones when you’re gone. It also helps mitigate financial stress if you are the primary provider for your family. If you’re single or married with no kids, getting life insurance might not be the first thing on your mind right now.