We design investment portfolios tailored to our clients based on their:
- future goals for the account,
- current tax and financial position,
- investment time horizon,
- risk tolerance.
Our portfolios seek to capture the highest risk-adjusted return. We invest alongside our clients using the same funds within our portfolios. We sit on the same side of the table as you.
We provide comprehensive investment management services such as:
- portfolio recommendations,
- asset allocation strategies,
- low-cost, tax-efficient investing strategies,
- rebalancing strategies,
- individual/joint accounts,
- 401 (k) rollovers
- IRAs – opening and managing,
- small business retirement accounts,
We help individuals open the correct account type for their specific need. We ensure the account is properly established, ensuring their are no tax problems, and then we design and manage the invest portfolio based on the client’s investment goals, financial situation, time horizon, and assessed risk tolerance.
We provide value-add Financial Planning.
Laying the financial foundation begins with identifying your goals. Determining your financial goals helps design the path and steps it will take to get there. We will listen to where you want to be in 1-3, 5-10, and 20+ years and help create financial goals for you to work towards.
We will determine how much you need to allocate to meet your financial goals, determine whether you are on track and will make recommendations to help you achieve your goals.
We offer comprehensive services such as:
- financial goal setting,
- retirement planning,
- investment portfolio recommendations,
- insurance analysis,
- tax planning,
- estate review.
Depending on what you need, we tailor our financial planning services to meet your objectives.
New Century Investments offers personalized retirement planning for:
- individual families
- entrepreneur business owners
- key executives
We understand that every family’s retirement needs are unique, so we tailor our services to fit each client’s specific goals. Our team of advisors will work with you to develop a retirement plan that fits your lifestyle and helps you achieve your financial goals.
New Century Investments offers a variety of retirement planning services for individual families. We can help you create a budget, save for retirement, and invest your money so that you can enjoy a comfortable retirement. We also offer estate planning services to help you protect your assets and ensure that your loved ones are taken care of after you retire.
For individual families, we offer a wide range of retirement planning services, including:
- Financial Planning
- Investment Management
- Retirement Income Planning
- Social Security Planning
- Estate Planning
Entrepreneur business owners
Business owners have a lot to think about when it comes to tax and retirement planning. But with our help, they can be confident they are doing everything they can to set themselves up for a comfortable retirement. We will work with business owners to create a tax-focused retirement plan that makes the most of their assets and minimizes their tax liability. We will also provide ongoing support to help them stay on track as their needs change over time.
As a key executive, you have worked hard to achieve your current level of success. Now it’s time to start planning for your retirement so you can enjoy the fruits of your labor. Our team of advisors will work with you to develop a retirement plan that meets your needs and helps you achieve your financial goals.
Individual families, business owners, and executives can benefit from our retirement planning services. We will work with you to develop a personalized plan that fits your needs and helps you achieve your financial goals.
Small Business Retirement Plans
Congratulations on taking the first step towards securing your financial future! At New Century Investments, we understand that retirement planning can be a daunting task, especially for busy entrepreneurs. That’s why we offer comprehensive strategy meetings and full-service retirement planning and investment management to help you create a retirement plan that’s tailored to your unique situation.
Do you struggle with?
- Knowing if you are structuring things tax-efficiently
- Figuring out how much money you need to retire
- Choosing the right retirement account
- Deciding how much to contribute to your retirement account
- Monitoring your retirement account’s performance
- Diversifying your retirement investments
- Rebalancing your portfolio
- Knowing if you’re on track
We get it. Navigating the tax and investing world can feel overwhelming if you’re going it alone.
You don’t have to. New Century Investments can help.
Our advisors offer objective, unbiased advice and will work with you one-on-one to develop a retirement strategy that’s right for you. We’ll help you understand your options and make informed decisions about how to best use your retirement savings.
During our meeting, we’ll review your current business plan and get to know you and your business. We love to hear how you came up with or got started with the idea for your business and what your goals are for the future. Based on what we learn, we’ll be able to make specific, personalized recommendations on how to optimize your tax situation and maximize your retirement savings.
With our personalized service, you can rest assured that you’re getting the most out of your retirement plan. We’ll work with you every step of the way to make sure that you’re on track to meet your financial goals. If you’re ready to learn more about how we can help you achieve your retirement goals, call us today or schedule a free consultation. We look forward to helping you secure your financial future.
Here are some of the ways that New Century Investments can help you.
- Save money
- Build wealth
- Maximize Profits
- Minimize Taxes
- Grow Business
- Strategy Planning
As a business owner, you have enough to worry about without having to stress over your retirement savings. As small business owners ourselves, we understand. There is just not enough time in the day to do it all. New Century Investments is here to help you offload the burden of retirement planning so you can focus on what you do best- running your business.
We offer a variety of retirement plans for entrepreneurs and small businesses ranging from 401K’s to IRAs and everything in between.
We will work with you to find the best retirement plan for your business, and we will provide you with all the resources and support you need to get started and manage it all along the way.
Matt Ward is a financial advisor and the president of New Century Investments, an independent investment advisory firm serving business owners, pre-retirees, and retirees in the Dallas-Fort Worth area and beyond. Matt is passionate about integrating investing, planning, and tax management into a holistic approach. Matt’s breadth of knowledge and experience in both taxes and investment management sets him apart, giving him the ability to design, advise on, and manage business strategies, tax efficiency, and retirement planning. He is known for his care and attention to detail and works hard to develop personal relationships with each of his clients so they can benefit from his customized service and guidance. He loves walking with his clients through their financial journey, supporting them and celebrating with them as they reach their goals.
Matt graduated from Texas Tech University with a bachelor’s degree and is a certified financial planner™ and chartered retirement planning counselor℠ professional. When he’s not working, you can find Matt hiking, playing the guitar, and spending time with his family. To learn more about Matt, connect with him on LinkedIn!