• We make a living by what we get, but we make a life by what we give. – Winston Churchill

  • Wealth is the ability to fully experience life. – Henry David Thoreau

  • It ought to be the business of every day to prepare for our last day – Matthew Henry

  • Be as smart as you can, but remember that it is always better to be wise than smart. – Alan Alda

  • Steady plotting bring prosperity; hasty speculation brings poverty. -Proverbs 21:5



Never have there been more decisions or opportunities awaiting us as we seek to preserve and grow our wealth. Newcastle Financial Advisors is here to help you fortify your financial strength as part of a meaningful life, the life you dare to envision for yourself, now and into the future.

Newcastle Financial Advisors will navigate the financial world with you as your trusted advisor - to help you plan for life’s changes, make empowered decisions and pursue long-term financial strategies built on your core values. We are dedicated to seeing you identify and help realize your financial goals and dreams, for you personally, your family or your company.

We invite you to learn more about planning for your future. Also, please get to know our people, our services and our commitment to serve our clients.

We welcome you to Newcastle Financial Advisors. 

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Securities and advisory services are offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.  Cetera is under separate ownership from any other named entity.  Advisory Services offered through Newcastle Financial Advisors, Inc. a Registered Investment Adviser.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com


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