Wealth Management
Financial Advisors Program
Financial Advisors Program (FAP) is a Financial Advisor Fee Based Program which offers you access to a broad range of investments and personalized portfolio management including, but not limited to: Stocks, Exchange Traded Funds, and Mutual funds. Many of the mutual funds are available without paying any transaction fees to buy or sell. In addition, you can also place a wide variety of investments in the FAP account including Alternative Investments, REITs, CDs, and/or Corporate, Municipal, Treasury bonds.
Trust & Life Insurance
Life Insurance and Estate Planning is one of our specialties at News Financial. Along with experience since 1986, Scott Chon, ChFC, RFC and his assistants can offer plans and quotes with the most reputable Life Insurance companies. We also offer general guidance with setting up an Irrevocable Life Insurance Trust, to protect and avoid estate taxes for your beneficiaries.
Executive Retirement Planning
We provide services in Group Financial Planning (401k, Simple IRA, & Group Life insurance) for businesses. We know that managing finances for a group’s retirement can be stressful. As an experienced financial planning company, we will help both employers and employees with all aspects of servicing and starting these accounts. We help each individual fill out and process their application explaining to them the details of their retirement plan. We will consistently monitor their accounts to ensure that their contributions are invested in a manner consistent with their goals and objectives.
College Savings Plan
Today, saving for both retirement and college can be more challenging than ever. Since people are living longer – more money has to be set aside for the added years you can be expected to live. Add in already high college costs and it becomes evident that, for most parents, saving for your own retirement and your children’s college education can be a daunting task to accomplish. Let us help you start college savings plans for your children or grandchildren early. With our careful planning, it is possible to take the sting out of college costs and save more for your retirement.