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NEW ERA INVESTMENTS, LLC logo. Providing the knowledge and power to make your future happen.

WELCOME TO NEW ERA INVESTMENTS, LLC

Providing the knowledge and power to make your future happen

Our Vision

At New Era Investments, LLC our vision is to provide our clients with the Knowledge to make the key financial decisions, the Power to be secure in those choices and our Guidance to help make their Future Happen!

KNOWLEDGE AND STRATEGIES OFFERED
Plan
INVESTMENT ADVISORY SERVICES
TAX ADVANTAGE CONCEPTS
RETIREMENT CONSULTING
GENERATIONAL WEALTH TRANSFER
EDUCATIONAL FUNDING
Wealth Plan button with Retirement Ahead sign
Investment Advisory Services
TAX ADVANTAGE CONCEPTS
RETIREMENT CONSULTING
GENERATIONAL WEALTH TRANSFER
Educational Funding

Calculators

You can review interesting calculators on my site.

Videos

We have interesting videos for you to watch on my site.

Contact Us

Please feel free  to contact us with any questions.

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Savings Accumulation

Estimate the future value of your current savings.

Car Affordability

How much can you afford to pay for a car?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck