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FAQs

At New Day Financial Advisors, we help individuals, families, retirees, and business owners navigate important financial decisions through comprehensive wealth planning, wealth management, retirement planning, investment management, tax strategies, estate planning coordination, and wealth protection solutions.

• What makes New Day Financial Advisors different?

  At New Day Financial Advisors, we provide comprehensive wealth planning and wealth management services designed to help individuals, families, retirees, and business owners make confident financial decisions. Our guidance extends beyond investment management to include retirement planning, retirement income strategies, tax planning, estate planning coordination, life insurance solutions, annuities, cash flow management, wealth building, long-term care planning, disability income protection, and legacy planning. As fiduciary financial advisors, we are committed to acting in our clients' best interests at all times.

• Are you fiduciaries?

  Yes. As fiduciaries, we are legally and ethically obligated to act in your best interests. Our recommendations are based on your goals, needs, and circumstances-not commissions, quotas, or product sales.

• What services do you offer?

  We offer Comprehensive Wealth Planning. Services may include investment management, retirement planning, retirement income strategies, tax-efficient planning, estate planning coordination, cash flow planning, wealth accumulation, life insurance, annuities, long-term care planning, and disability income protection.

• Do you provide investment management services?

  Yes. Our objective is to align your investment strategy with your goals, risk tolerance, retirement plans, tax considerations, and overall financial objectives. As independent fiduciaries, we have access to a broad range of investment managers, financial institutions, and planning resources to help deliver customized solutions.

• What is included in a one-time financial plan?

  For a one-time fee, we provide a comprehensive review of your financial situation along with personalized recommendations and action steps. This service does not include ongoing planning, investment management, ongoing investment advice, trading recommendations, or continuous monitoring.

• What does ongoing wealth management include?

  Our ongoing clients receive comprehensive wealth planning, investment oversight, and ongoing guidance regarding retirement planning, retirement income, taxes, estate planning, risk management, and major financial decisions.

• Can you help with taxes and estate planning?

  Yes. We believe the best outcomes come from a coordinated team approach. We work alongside your CPA, estate planning attorney, and other professionals to help align tax strategies, investment decisions, business interests, retirement goals, and legacy planning objectives.

• Who do you typically work with?

  We work with individuals, families, retirees, professionals, and business owners seeking comprehensive wealth planning, retirement planning, investment management, and wealth management guidance.

• How often will we meet?

  Meeting frequency depends on your needs and circumstances. Ongoing clients receive regular reviews, proactive communication, and guidance whenever important financial decisions arise.

• How do I get started?

  The first step is a conversation. We'll discuss your goals, concerns, and financial situation, then determine whether a one-time financial plan or an ongoing advisory relationship is the best fit for your needs.