Tax and Estate Planning

There are a lot of things to think about when it comes to your finances. At New Century Investments, we want to help make sure that your money is working for you in the best way possible. That’s why we offer holistic wealth management services, including tax and estate planning.



Tax planning is an important part of financial planning, and can help you minimize your tax liability. Our team of experts can help you navigate the complex world of taxes, and ensure that you’re getting the most out of your money. We work with entrepreneurs, small businesses, and individuals to help them save money on their taxes.


When it comes to tax planning, our focus is on helping you save money. We work with you to understand your unique financial situation, and craft a plan that minimizes your tax liability. Whether you’re an individual or a small business, we can help you take advantage of the many tax breaks and deductions that are available.


We can help you with:


  • Tax preparation
  • Tax planning
  • Tax minimization strategies
  • Investment strategies to maximize your after-tax return
  • Estate planning
  • Retirement planning
  • Business tax & entity planning


We offer a comprehensive range of services to help you manage your finances and meet your financial goals. We take a holistic approach to wealth management, which means that we look at all aspects of your financial situation and make recommendations based on what will work best for you as an individual. We believe that everyone’s financial situation is unique and deserves care in developing.


We understand that tax laws are constantly changing, and we stay on top of the latest developments to ensure that you’re getting the most out of your hard-earned money. Our team of experienced professionals can help you with all aspects of your financial life, from tax preparation to financial advice.



Estate planning is another important part of financial planning. It can help you protect your assets and make sure that they are distributed according to your wishes. Our team can help you create a comprehensive estate plan that takes into account your unique circumstances. When it comes to estate planning , we take a holistic approach, considering not only your financial situation but also your family dynamics and your personal preferences.


We can facilitate financial and tax planning discussions around:


  • Wills
  • Trusts
  • Gifting strategies
  • Charitable giving
  • Estate tax planning
  • Asset protection
  • Powers of attorney


It will be up to your attorney to draft the legal documents. Attorneys and accountants usually look at things from different lenses. Thus, having a CPA/CFP® professional viewing your financial estate plan, and your attorney viewing it for shortfalls and weaknesses in law is a great combo!


We help you feel more confident and prepared for whatever life brings your way when meeting with your lawyer to design and implement your estate plan.


We offer our Secure Vault for clients through our Financial Planning software. We will be able to maintain and review all estate documents each year in our review appointment.


Take the Next Step

If you’re looking for comprehensive wealth management services, including tax and estate planning, look no further than New Century Investments. We’re here to help you make the most of your money. Contact us today to learn more. Schedule your free strategy call here


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