New Course Financial was founded in January of 2005 specifically to help business owners and families with solid risk management strategies. Our goal is to bring strategic solutions to individuals and business owners that other advisors do not typically provide. Put New Course Financial to work for you and let us help you revolutionize your retirement, protect your family and assets, and secure both your business and your family’s future.
Chart a New Course for Your Future
How We Help
Unique Strategies Geared to Your Needs
Not only do we deliver financial services you probably won’t find elsewhere, we also collaborate with an expanded team and pool of professionals in many disciplines in many different states. Our strategic partnerships—with experts in the tax, insurance and legal fields—were established to help you with nearly anything financial that you may need for your business or your family, including advanced services and proprietary strategies.
Our Services
Learn More About What We Do
Meet Our Team
Why Partner With New Course Financial
We bring a combined 43+ years of experience in the financial services industry, providing proven strategies and solutions to business owners and families in multiple states. We are educators and strategists dedicated to your success. Our goal is to bring you the resources needed to truly take your business to the next level, and help you grow and protect your personal wealth and family legacy.
Tools You Can Use
Empowering you with strategies to help you succeed
- Life Insurance Plans for Retirement Income
- Living Benefits
- Charitable Giving
- Buy/Sell Agreements
- Key Person Policies
- Private Financing
- Tax Reduction Strategies
- Estate Planning
- Employee Benefits & Retention Tools
- Business Exit Strategies
- Estate Planning for Farmers, Ranchers and Land Holders
- Strategic Partnerships That Bring Value to Your Business
- Retirement Planning
- Medicare Services
