Description: Holistic financial services for retirement, legacy, and long-term care planning. Certified fiduciaries. Contact for personalized solutions.
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New Century Planning Associates is a full service financial firm comprised of several experienced professionals who came together many years ago to work as a team. New Century Planning’s team of CPAs, attorneys, insurance and investment pros are independent, and can therefore “shop the market” for their clients in order to provide first class, comprehensive solutions across a wide array of financial planning needs. New Century Planning has a focus on education, communication and listening attentively to our
I contacted New Century Planning around 8 years ago, after being frustrated with always falling victim to the ups and downs of the market - after many years of investing in mostly mutual funds, and feeling fully exposed to the sudden market downturns, and slow recoveries. What I quickly realized, after speaking to an NCP advisor for the first time, is that I needed a bit of education, to understand more than just the basics of retirement investing.... I personally believe that NCP’s experience, customized i
Experienced and caring professionals with a wealth of knowledge and sound investment, financial, retirement, and tax advice. The comprehensive approach of the team at New Century Planning Associates ensures winning strategies and a sound long-term view. The team inspires confidence and trust. I highly recommend New Century Planning Associates to anyone planning for a secure financial future.