NewGen Wealth Creation
Financial Planning, Investment & Tax Strategy for Ambitious Professionals.
Questions we have helped to answer:​
Am I Wealthy
Enough?
"I need financial guidance and a financial check up but I don't think I am rich enough for your services?"
- Everyone should take time to organize their finances and set a plan to grow their wealth. NewGen offers variety of programs attractive for different levels of wealth. We are here to help you.
I am a young business owner. How do I start with retirement savings?
"I started my business right out of college. I don't have any retirement saving accounts. What are my options?"
- Getting started with your Retirement accounts can be daunting. There are many great options for self-employed individuals, including having your 401(k) just as you would if you were to work for a company. Simple steps taken now with us will compound over time and set you up for success.
What should I do about my Stock Options?
"I have stock options, but not enough money to exercise them. Should I exercise sooner? Should I take out a loan? What sort of taxes will I owe? What happens if my company goes public?"
- Stock options can be massively valuable, but are also extremely confusing. We will help you navigate the complexity and walk you through various trade offs for certain decisions you make.
Do I have enough
to retire?
"We saved and we worked hard to build what we have, but with starting a family soon, we feel insecure about retirement and are not sure when we can stop working. It frankly scares us a lot."
​- We will reassess your situation and adjust the plan to accommodate changing needs and life events to ensure you are set up for a successful and early retirement.
Questions we have helped to answer:​
Starting a Family
Helping you to work together on the same team towards shared goals. Starting this next chapter of your life is exciting – you are earning over $150,000/year in combined income and recognize there are many important financial decisions that now involve the two of you. We all heard how money is the #1 cause of divorce.
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- Establishing Shared Goals
- Combining Finances
- Prioritizing Excess Cash Flow
- Navigating Employee Benefits
- Planning for a Baby (529 Plans / ESP)
Equity Compensation
Guiding you to use your equity compensation to help you achieve your financial goals and create a personalized financial roadmap. Using an effective tax management strategy for your equity compensation can not only reduce your tax liabilities but can also enhance your after-tax returns.
Finances after Divorce or
Death of a Spouse
Financial planning after a divorce or death can be emotionally exhausting, but with the right approach and the right guidance you can turn a difficult situation into empowerment.
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​Whatever the circumstances, if you haven't been closely involved in investing or other big-picture financial decisions, we will help you to take the lead on money matters.
Say Hello
We are always open to meeting new people and exploring how we may be able to help. If you are looking for financial guidance or a second opinion regarding your current strategies, we encourage you to reach out to us today. We work with clients across the United States. Connect with us on LinkedIn, Instagram, Twitter, TikTok or send us an email to schedule a phone call.
Phone
(754) 736-1556
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