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Charitable Giving

While most charitable legacies are left in the will of a donor after they are gone, we can help you with a way to give charity donations every year while you are alive so you get to see the good work they are doing. Then, at the time of your passing, your chosen charity also receives an endowment from your estate.

Our proprietary strategy allows you give money to your favorite charity every year and enjoy watching the recipients benefit from your involvement, while leaving an endowment later in your name. It’s truly a win-win, and a gratifying strategy that we truly enjoy implementing here at New Course Financial.

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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.

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

Dedicated to Your Success

Let’s Build Something Together!