Our Approach

New England Capital Financial Advisors, LLC is a wealth management firm whose purpose is to help you achieve financial success and accomplishment of your life goals.

Mission Statement

"Our mission is to provide the achievement of our client's life goals through proper financial planning and superior investment management."

The mission statement will be achieved through the following commitments:

• We are committed to keeping the clients interests first while using the highest degree of integrity, honesty, ethics, and professionalism.
• We are committed to the wealth management process. This process consists of gathering data, setting goals, identifying potential financial concerns, preparing and analyzing alternatives, implementing recommendations, monitoring your progress and revising your goals as needed.
• We are committed to supporting a dynamic investment management process that has clear performance objectives. We will constantly strive to improve and refine this process to enhance our ability to meet those objectives.
• We will treat the professionals within our firm with the same respect we accord our clients. We believe the strength and success of our firm comes from efforts of a team-oriented environment.

Our Services

Some of the services that New England Capital representatives may provide:

• Comprehensive or modular financial planning
• Trust services (through our affiliation with National Advisor Trust Company, FSB)
• Investment and wealth management
• Insurance (long-Term care-including the CT Partnership, Life, Disability, and Health) in states in which we are properly licensed.
• Charitable giving
• Elder and long-term care planning
• Funding education 
• Estate planning
• Retirement planning
• Cash management and budgeting
• Stock and bond brokerage
• Employment benefits and qualified retirement planning for business
• Work with owners of closely-held business
• Seminars/financial education

 

Please Note: The scope of any financial planning and consulting services to be provided depends upon the request and needs of the client.  New England Capital Financial Advisors, LLC does not serve as an attorney or accountant. New England Capital Financial Advisors, LLC does not prepare estate planning documents or tax returns.