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Our Company

New Perspectives Financial Services, LLC, offers a financial planning based approach to help all clients achieve their goals and dreams.

I often tell my clients that I’m not the one who will make you the most money today . . . I’m also not the one who will lose you the most today . . . I’m the one that will help you look back in 15 years and say, "I’m glad I worked with Kevin."

This requires a long-term outlook for both of us, but isn’t that why we started down this path?

 

 

OUR COMMITMENT

 

New Perspectives Financial Services, LLC was created to make a difference in people’s lives. We are focused on education and helping you understand what you have and why you have it. We are committed to an open and honest working relationship where we focus on moving you forward, not looking back. Whether you are experienced in the world of financial matters or are just starting to build your portfolio, New Perspectives Financial Services, LLC can help you every step of the way.

We are committed to your financial success!

 

WHY WE ARE DIFFERENT

 

Many advisors are selling financial products and often you end up with just that, a product, not fully understanding how or why it fits you and your future. At New Perspectives Financial Services, LLC we believe the building of a financial plan is the most important part of our relationship. We must understand where you are today and develop and implement a plan to help achieve your goals. Through this process, you’ll get much education on what you have, why you have it, and how it is helping you achieve your goals.  If there are products that need to be put in place, you'll fully understand why and how those products will help achieve your goals. We’ll help you implement flexible tools allowing us to efficiently change when that time comes. We’ll be there along the way to help keep you on track and keep from making mistakes that many advisor-less clients make.