A Brighter Path To

We help achieve important retirement goals through a new approach.

financial wealth management

Are We Going to Be Ok?

You know that market downturns such as the financial crisis of 2008 and unforeseen medical emergencies can shatter your sense of financial security in an instant. The reality is that you and your loved ones may face life-altering consequences if you’re not adequately prepared.

That’s why we take a proactive approach to safeguarding your financial future. Our unique New Light Financial Planning Process is designed to provide you with a clear roadmap towards securing what you’ve worked so hard for and protecting those who matter most to you.

Financial Services

New Light Financial Retirement Process

  1. The Foundation – Protect Your Retirement
  2. Income Planning
  3. Tax Efficiency
  4. Healthcare Planning
  5. Estate Planning

Income Planning

Social Security
Pension Analysis
Investment Income

Income Planning

The strategic process of organizing your earnings and financial resources to ensure adequate funds for both current needs and future goals.
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Tax Efficiency

Roth Conversions
Required Minimum Distributions
Tax Strategies

Tax Efficiency

Strategic financial planning aimed at minimizing tax liability and maximizing after-tax returns, optimizing the use of available tax benefits and allowances.
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Healthcare Planning

Early Retirement
Long Term Care

Healthcare Planning

Strategizing and setting aside resources for current and future medical expenses, while considering factors like insurance, long-term care, and potential health risks.
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Estate Planning

Life Insurance
Wills & Trusts
Family Legacy

Estate Planning

Estate planning is the strategy of arranging the efficient transfer of assets to beneficiaries while minimizing tax and legal issues.
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