Our Services


There is no single plan that's right for everyone.  Individual situations require personalized attention.  That's why New Financial Concepts takes the time to consider your needs and goals when helping develop a financial plan for your future.

New Financial Concepts offers services and advice in the following areas:
 

Long Term Care Planning »   Retirement Planning

  • Pension & 401 K Rollover
  • Retirement Income
  • Self Directed IRA's
  • Income Replacement Plans

 

»   Investment Strategies

  • Risk Management
  • Minimizing Taxes
  • Tax Favored Investments
  • Portfolio Diversification
  • Mutual Funds
  • Stocks
  • Bonds

 

»   Long Term Care Protection

  • Medicaid Qualification
  • Nursing Home Insurance
  • Home Health Care

 

»   Estate Planning*

  • Wills*
  • Living Trusts*
  • Charitable Trusts*
  • Estate Preservation Trusts*

 


Your representative at New Financial Concepts Group will analyze your needs and suggest methods intended to help maximize your benefits, reduce cost and minimize tax impact.  We know that a satisfied, well informed client will become a long term client.  At New Financial Concepts we place high value on long-term relationships.  Through teamwork, education and service we strive to achieve that goal.
 


 * Legal Advice provided through David E. Nelson, LLB & Estate Planning Attorney.