New Century Investments
Purchasing life insurance may seem like a menial task in the face of monumental expenses such as college tuition, raising children, buying a house, and saving for retirement. However, this is one expense that you cannot ignore. Life insurance is there to help your loved ones when you're gone. It also helps mitigate financial stress if you are the primary provider for your family. If you're single or married with no kids, getting life insurance might not be the first thing on your mind right now.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Investment Management
- Financial Planning
- Retirement Planning
- Business Tax Planning
- Small Business Retirement Plans
- Tax and Estate Planning
- Wealth Advisory Service
Sentiment Analysis
I met with Matt Ward and he helped me to plan ahead for retirement and college plan for our family.
He really makes the experience pleasant and I feel so at ease with his help and I trust his advice and guidance.
I very much appreciated Matt Ward’s prompt and professional response on some complex issues having to do with redeeming Series EE Bonds into a 529 plan.
"I met with Matt Ward after retiring and Matt helped me determine the best way to go my TSP plan and retirement distribution planning.
When I emailed New Century Investments looking for someone to help me plan out my future, Matt responded quickly.
If you have any questions concerning taxes whether it's regarding you looking to purchase a new home and wondering if it would be a great move financially or you just need some extra cash and need to figure out how much money you will owe the IRS at the end of the year then you should definitely give them a call.
He gave us homework on how to gather information on our assets, and was extremely thorough when we came together to analyze them.
While seeing our financial life laid out in black and white was somewhat overwhelming, Matt patiently and methodically explained both where we are now and our options for the future.
Mark was very professional, great attitude, and took the time to answer all my questions.
Even through these trying times he was there to ease our concerns and to help us remain calm.
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