You can choose anyone to manage your money.
Choose someone who cares about your future!
With New Perspectives, high touch personal service is standard. We are available at any time for your financial needs or inquiries.
We work closely with your CPA or Attorney to make sure that your investments are being optimally managed.
As a value oriented, fee-only manager, we keep our eye on costs. By keeping costs down and minimizing tax consequences, we maximize the return on your portfolio. We also have a fiduciary duty to put client interests before our own.
Your financial needs are as varied as the life you live. We are available to help plan your financial future and manage decisions such as:
Setting up a college savings plan
Allocating your 401(k)
Managing your long-term savings
Consolidating retirement accounts
Check the background of this firm on FINRA's BrokerCheck. View our Client Relationship Summary (Form CRS) here.
We wrote a book!
Prudent Investors Get Going Young
P.I.G.G.Y. Plan-It is a primer on personal finance. Authors Anderson, Taff and McAdory walk you through each topic, warning you of opportunities to seize and pitfalls to avoid. They present their expert advice in everyday language and stories, bringing you up to speed to get your financial house in order. Whether you need an introduction to or a refresher on the ins and outs of building credit, insurance coverage, retirement planning or other areas of your financial life, you’ll find practical, straightforward advice in this book. They encourage anyone from young guns fresh on the job to the young at heart embarking on new challenges not to put off taking charge of this vital part of life. After all, Prudent Investors Get Going Young!