Our Philosophy

At New Century Planning Associates Inc. (NCP), we believe that building long-term mutually-beneficial relationships is the foundation of success for our clients and our firm. To build such relationships, we provide customized financial planning that is comprehensive in scope - and that goes far beyond the basics of simply developing a diverse portfolio.

It's with that comprehensive financial planning approach in mind that we've established a strategic network of Certified Financial Planners, Chartered Life Underwriters, Certified Public Accountants, and Estate and Tax Attorneys.

Utilizing this team approach, we are better able to integrate and apply the expertise of several different disciplines whose members share the same core belief - that their success is built solely upon the success of their clients.

OUR APPROACH

We work closely with you to evaluate your goals and then develop an accurate financial profile for you. Together, we then build upon that profile using a disciplined, needs analysis approach. This includes your income, investments, tax obligations, debt, anticipated retirement year, insurance coverage, retirement and college planning needs, estate planning, and long-term care needs.

We believe that our ability to succeed does not solely rest on the end result - higher returns on your portfolio, adequate insurance protection for you and your family, sufficient funds to meet an upcoming college bill, or a legally sound estate plan - but also upon your comfort and involvement along the way.

YOUR SUCCESS

Once your requirements have been identified and your financial profile has been created and studied, we design a comprehensive plan that addresses your current needs, your short- and long-term goals. We also consider any defensive positioning needed to protect you and your family. By drafting and implementing a plan today, and having the discipline to stick with it, we can help you achieve your goals - and often exceed them.