Wealth Plan

Our advisors can assist you in creating a financial plan; a personalized "road map" that may help you achieve your short and long term financial goals.

Many factors that cannot be controlled impact the performance of your investments. That is why it's important to have a strategy that may help you to weather the ups and downs of the financial markets.

Investment Advisory Services

  • Our representatives are independent and therefore are not required to sell proprietary products. Our representatives are experienced and strive to provide objective professional advice.
  • ​Asset Management services offered can potentially help your portfolio weather market volatility.
  • ​Two types of Asset Management strategies:
    • Strategic Asset Allocation is a long term approach to investing. Strategic programs set target allocations and then periodically re-balance the portfolio to maintain the original class mix.
    • Tactical Asset Allocation is a more active approach that makes short-term tactical deviations from the original portfolio allocation to take advantage of potential investment opportunities. ​

*Asset Allocation does not guarantee a profit or protect against a loss.

Tax Advantage Concepts

  • Learn to keep more of what you earn by utilizing tax free investing.
  • Leave tax free benefits to beneficiaries.
  • Build wealth without potentially paying tax on funds accumulated.**

**Tax services are not offered through, or supervised  by, New Era Investments LLC.

Retirement Consulting

Our representatives believe that long-term financial well being is within the grasp of all Americans. We will provide retirement estimates and counseling to help you maximize your benefits and flexibility.

  • Personalized Financial Planning.
  • Retirement Planning.
    • 403(b)  457(b)   and 401(k)  plans.
    • Roth IRA     Traditional IRA
    • Simple IRA     SEP IRA
    • Lump Sum Rollover Consulting.
  • Investments.
    • Mutual Funds
    • Annuities ( Fixed, Fixed Index and Variable)
    • Stocks and Bonds
  • Customized Retirement Counseling.
  • Education Planning
    • ​529 College Savings Plans
    • Coverdell Education Savings Account
    • UGMA/UTMA.
  • Insurance
    • Disability
    • Long-Term Care
    • Life
    • Health. 

Generational Wealth Transfer

  • Almost everyone has wealth transfer needs.
  • Pass your weatlh on to your heirs...if you choose.
  • Wealth transfer encompasses the entire process of moving assets between generations; learn how to do it.
  • We assist our clients throughout the entire wealth transfer process.

Educational Funding

There are many ways to accomplish Educational Planning, i.e.:

  • Self-funding
  • 529 College Savings Plan
  • Coverdell Education Savings Account
  • Life Insurance Cash Value
  • Muni Bonds
  • Loans
  • Grants
  • Gifts
  • State Programs