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 work towards 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.

Securities offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, GA, HI, HI, IN, LA, MN, MT, NC, NJ, NV, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

 

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