Picture a Day When You'll Never Run Out of Money

Our Advantage

New Century Planning Associates is a full-service financial firm comprised of several experienced professionals who came together many years ago to work as a team.

As independent attorneys, insurance and investment pros, we can “shop the market” for our clients in order to provide first-class solutions across a wide array of financial planning needs.

Our Commitment

Certified Fiduciaries

At New Century Planning Associates, being certified fiduciaries means we adhere to the highest standards of ethical conduct and are legally obligated to put our clients' best interests first. This certification is a testament to our dedication to transparency, integrity, and excellence. We prioritize your financial well-being, providing unbiased advice and solutions tailored specifically to your needs and goals. By choosing us, you are partnering with advisors who are committed to an ethical framework that ensures your interests are always at the forefront of our strategies.

Client Testimonials

I contacted New Century Planning around 8 years ago, after being frustrated with always falling victim to the ups and downs of the market - after many years of investing in mostly mutual funds, and feeling fully exposed to the sudden market downturns, and slow recoveries. What I quickly realized, after speaking to an NCP advisor for the first time, is that I needed a bit of education, to understand more than just the basics of retirement investing.... I personally believe that NCP’s experience, customized investment approach, and commitment to investing for my long-term retirement goals, is a better option than just blindly investing my hard-earned savings in company 401(k)s, and large fund management institutions.

My wife and I are amazed at how quickly Bob and Lou assessed our situation and built a comprehensive retirement plan tailored specifically to our needs.

This firm has an extraordinarily experienced team who continues to gives us confidence every day that our end goals will meet...

We've never met a more trustworthy, caring, and committed group of professionals whose clear interests are to see their clients satisfied and enjoying financial freedom in retirement for years to come.

Even now, as we speak, our portfolio continues to rise at record rates, as sort of 'icing on the cake' to compliment the more stable and guaranteed income we now have in place. What a pleasure and good fortune it was to meet you at this critical time in our lives. Thank you Bob and Lou and the entire New Century Planning Team.