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Which insurance companies does New Beginning Financial Group, LLC work with for life insurance and annuities?New Beginning Financial Group, LLC partners with top insurance companies such as Lincoln Financial, Athene Annuity, and Mutual Trust Financial Group to provide comprehensive life insurance and annuity solutions to clients.
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Why should I work with a tax professional?Working with a tax professional can help ensure that your taxes are prepared accurately, maximize your deductions, minimize errors, and potentially save you money in the long run. Tax professionals are knowledgeable about tax laws and regulations, staying up-to-date on changes that could affect your tax situation. They can also provide valuable advice on tax planning and strategies to optimize your financial situation.
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What are the benefits of working with a financial planning & wealth management professional?Working with a Financial Planning & Wealth Management Professional (FPWMP®) can provide personalized financial advice, help you set and achieve financial goals, create a comprehensive financial plan, optimize your investments, and navigate complex financial situations. Financial planners can offer expertise in areas such as cash management, debt management, retirement planning, tax planning, and risk management, tailored to your specific needs and objectives.
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What tax software solutions does New Beginning Financial Group use?New Beginning Financial Group utilizes leading financial software solutions such as Xero, QuickBooks, Gusto, ADP, and Bill.com to streamline tax, bookkeeping, and accounting processes. These software tools enhance efficiency, accuracy, and client service, ensuring that financial needs are met effectively and professionally.
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Will I be meeting with New Beginning Financial Group in person or via Zoom??New Beginning Financial Group values personal connections and aims to provide a personalized experience for each client. Whether it's in-person meetings at our local office or virtual via Zoom, the focus is on building a strong client-advisor relationship to understand and address your financial needs effectively.
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What services are included in your financial planning services?At New Beginning Financial Group, LLC our comprehensive financial planning services are designed to address the diverse needs of our clients, aligning with both finance and law to provide holistic and tailored guidance. Our services include: 1. Retirement Planning: We help you design a robust retirement strategy that ensures financial stability and peace of mind for your later years. 2. Investment Management: Our team provides personalized investment advice to grow your wealth while aligning with your risk tolerance and long-term goals. 3. Tax Planning: Our experts analyze your financial situation to optimize tax efficiency, aiming to minimize liabilities and maximize savings. 4. Estate Planning: We offer guidance on structuring your estate to ensure your assets are distributed according to your wishes, with an emphasis on legal compliance and tax efficiency. 5. Debt Management: We assist in creating effective strategies to manage and reduce personal or business debt, improving your overall financial health. 6. Insurance Planning: We evaluate your insurance needs and recommend policies that protect your assets and provide peace of mind. 7. Education Funding: Provides advice on the best strategies for funding education, ensuring the financial readiness for educational expenses. Our holistic approach ensures that all aspects of your financial life are considered and optimized, offering you peace of mind and a clear path toward your financial goals. Contact us to learn more about how New Beginning Financial Group, LLC can help you secure your financial future.
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Will I be working with a real person at New Beginning Financial Group?Yes, at New Beginning Financial Group, you will be working with real, experienced professionals dedicated to providing personalized financial planning & wealth management and tax advisory services. Our team comprises seasoned financial professionals who take the time to understand your unique needs and offer tailored solutions. Whether you're seeking advice on financial planning, tax compliance, or other matters related to your finances, you can trust that our knowledgeable staff will guide you every step of the way. We pride ourselves on building strong, trust-based relationships with our clients, ensuring you receive the highest level of service.
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