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Strategies & Services

At New Century Investment Management, LLC, we provide assistance in the following areas:

Investments

  • Stocks
  • Bonds
  • Options
  • ETF's
  • Mutual Funds
  • Treasury and Government Securities

Retirement Plans

  • Corporate Retirement Plans
  • 401 (k)
  • 403 (b)
  • Cash Balance Plans
  • SEP IRA's
  • Profit Sharing Plans

Insurance

Life Insurance and Variable Annuities when necessary for estate planning purposes. 

Tax Planning & Estate Planning

  • Work in conjunction with your CPA's® to manage tax efficiency.
  • Legal and Estate Planning services (in conjunction with our attorney relationships)