Individuals

At Newcastle Financial Advisors we provide individuals and their families with comprehensive financial services including financial planning, investment management, asset preservation, and coordination of estate planning and tax planning, as applicable. Many clients first come to us due to a single issue or need, such as a retirement plan rollover or life insurance concern. For many, retirement planning counsel and investment management are primary concerns.

We want to help you identify and prioritize your financial goals as well as assess your current financial situation. Through a multi-step financial planning process, we develop long-term strategies to help you realize your financial goals and account for “what if” scenarios and life’s inevitable, if not always predictable, changes. 

Through the years, we will continue to monitor your investment progress against the goals laid out in your financial plan. We will meet with you regularly to evaluate and update your plan as needed. Mostly, we will be here as an objective advisor for any and all of your financial decisions. Being confident that your financial affairs are in order is our overriding goal.

Contact our strategic partner, Silverberg & Cook, Inc., for tax and accounting services.   Silverberg & Cook

Securities and advisory services are offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC.  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

 

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved