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Services

At New Perspectives Financial Services, LLC, we provide assistance in the following areas:

Financial Planning

Retirement Planning

College Planning

Insurance Planning

Tax-efficient Planning

Cash Flow Analysis

Budgeting

Investments

Mutual Funds

IRAs

Roth IRAs

Small Business Retirement

529 College Plans

Annuities 

Brokerage

Protection

Life Insurance

Term Insurance

Permanent Insurance

Survivorship Insurance

Disability Income Insurance

Long Term Care Insurance