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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.

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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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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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Savings Accumulation

Estimate the future value of your current savings.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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