Personal Financial Advisor in Jacksonville, FL

Work towards your financial goals with the help of a dedicated partner from New Financial. Our firm is the place to go when you need a reliable personal financial advisor in Jacksonville, FL. We make your success our number one priority, so you can rely on our team to give you nothing less than our informed opinion as industry experts.Personal Financial Advisor

Each of us has different financial goals, which often change over time. So our advisors are prepared to handle any challenge you bring. Come to us for advice on everything from your home mortgage to how to start up a new business. We meet you where you are and give you the guidance you need to get where you want to be. Our flexibility makes us the best financial advisors to serve your needs, whatever they may be. Some of the most common areas we help clients with are savings, mortgages, tax planning, and estate planning.


Start Saving for Life’s Most Important Moments

No matter where you are on your career path, you should be saving money for life’s important moments. Those just starting out in their careers usually save for a mortgage down payment. People who are more established typically save for their children’s college funds and retirement. Even people who are retired need to ensure they continue putting money aside in case of an emergency or for end-of-life expenses. Schedule a consultation with us and a financial advisor from our firm will discuss your current circumstances and your future goals to create a savings plan tailored to your needs.

Special services are available for clients who are preparing to buy their first home. A house is typically the biggest purchase you will ever make, so it is vital to ensure you know what you can afford and all the stipulations of the mortgage. Our advisors review your finances with you prior to signing a mortgage to help you figure out if it is the right time to buy. We then determine a mortgage strategy that fits your circumstances.

Get Tax and Estate Planning Help from Our Financial Advisors

No one looks forward to doing their taxes, but it is a necessary task for everyone earning income in our nation. Reduce your burden by working with a personal advisor from our firm. We create a tax strategy for you to ensure you only pay what you truly owe. In addition, we answer any questions you may have about tax laws and point you towards financial products that may help you lower your taxes, such as life insurance policies and investments.

Personal financial advisors are also great assets to have on your side when it comes to estate planning. Preparing for the end of your life is a grim task, but doing so allows you to ease the emotional and financial burden on your loved ones. The two main things to think about for estate planning are your will and how you will cover your expenses, either via life insurance, savings, or another method. Our team advises you on the financial aspects of these matters and recommends legal aides when appropriate.

Personalized Financial Advice for Business Owners

Business owners can benefit greatly from partnering with a financial advisor since they must face unique financial challenges. For instance, business owners are usually self-employed and this makes filing taxes more complex for them. In addition, owners must ensure their workers are paid promptly and correctly and that their business has proper insurance. There is also the issue of figuring out what will happen to the business after the owner retires — or if something unexpected happens to them. Regardless of what concerns you have as a business owner, our team provides the guidance you need.

Contact our firm to find a personal financial advisor you can trust to have your best interests in mind. We proudly serve clients throughout Jacksonville, Florida, and the surrounding area.