Chart a New Course for Your Future

New Course Financial

We Provide Strategies to Help Grow and Protect Your Wealth

New Course Financial was founded in January of 2005 specifically to help business owners and families with solid risk management strategies. Our goal is to bring strategic solutions to individuals and business owners that other advisors do not typically provide. Put New Course Financial to work for you and let us help you revolutionize your retirement, protect your family and assets, and secure both your business and your family’s future.

Meet the Team

How We Help

Unique Strategies Geared to Your Needs

Not only do we deliver financial services you probably won’t find elsewhere, we also collaborate with an expanded team and pool of professionals in many disciplines in many different states. Our strategic partnerships—with experts in the tax, insurance and legal fields—were established to help you with nearly anything financial that you may need for your business or your family, including advanced services and proprietary strategies.

Our Services

Learn More About What We Do

Retirement Planning

Retirement is a whole new time of life with new risks and many decisions to make, like how to generate reliable retirement income, and when and how to file for Social Security.

Premium Finance Strategies

We have lenders ready and willing to finance large life insurance policies designed for retirement income and/or estate planning, as well as buy/sell agreements, executive compensation plans, and employee retention plans.

Business Exit Strategies

When you’ve spent your life building a business, creating an exit strategy can help ensure that you are properly compensated and that all stakeholders are taken into account.

Private Finance

Personal or private financing is a strategy where you use the cash value of your life insurance policy to finance your business or personal purchases, becoming your own banker.

Business Employee Benefits

Providing benefits to attract and retain valuable employees and key people doesn’t have to be an administrative burden, or require ongoing contributions or payroll deductions.

Cost Segregation

Cost segregation is an engineering-based tax strategy that identifies building components eligible for accelerated depreciation, helping property owners increase early-year deductions and improve cash flow.

R&D Tax Credit

The R&D Tax Credit rewards businesses that invest in developing or improving products, processes, or technology, helping offset the cost of innovation across many industries.

SYNRGY

SYNRGY combines employee wellness, fixed indemnity insurance, and AI-powered health engagement into a supplemental benefits platform that complements your existing health plan.

Meet Our Team

Why Partner With New Course Financial

We bring a combined 43+ years of experience in the financial services industry, providing proven strategies and solutions to business owners and families in multiple states. We are educators and strategists dedicated to your success. Our goal is to bring you the resources needed to truly take your business to the next level, and help you grow and protect your personal wealth and family legacy.

Tools You Can Use

Empowering you with strategies to help you succeed
  • Life Insurance Plans for Retirement Income
  • Living Benefits
  • Charitable Giving
  • Buy/Sell Agreements
  • Key Person Policies
  • Private Financing
  • Tax Reduction Strategies
  • Cost Segregation
  • R&D Tax Credit
  • SYNRGY
  • Employee Benefits & Retention Tools
  • Business Exit Strategies
  • Strategic Partnerships That Bring Value to Your Business
  • Retirement Planning

Dedicated to Your Success

Let’s Build Something Together!