A Brighter Path To
Retirement
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We help achieve important retirement goals through a new approach.
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
- The Foundation – Protect Your Retirement
- Income Planning
- Tax Efficiency
- Healthcare Planning
- Estate Planning
Income Planning
Social Security
Pension Analysis
Investment Income
Annuities
Pension Analysis
Investment Income
Annuities
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
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
Medicare
Long Term Care
Medicare
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
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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