At New Beginning Financial Group, LLC, we offer an unique approach to financial planning and wealth management ​

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Personal Financial Management (PFM) is a crucial process that empowers individuals to take charge of their finances in order to achieve specific financial goals. At its core, PFM involves a comprehensive evaluation of your income, your current expenses, your debt load, taxes, investments and your savings goals. By thoroughly assessing these elements, you can create a well-structured plan that aligns with your financial aspirations. This strategic approach not only helps you make informed decisions about your money but also sets the foundation for a more secure financial future. Embracing personal financial management today can lead greater peace of mind and financial stability down the road!

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We also focus on the more business savvy individuals who are seeking alternative ways to raise capital to scale their business through establishing their own private equity fund to retain ownership of their business, and ultimately give the access to the capital needed to grow a corporation for generations. We invite startup businesses and seasoned business owner to join our Investment Fund Strategies (IFS) Advisory plan filled with recourses and tools to launch a private equity fund. Ideal for business owners aiming to scale by raising capital, our Investment Fund Strategies (IFS) provide tailored guidance for launching your private equity fund.

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At New Beginning Financial Group, our Certified Financial Planning and Wealth Management Professional FPWMP® specialize in tax advisory services that encompass tax advisory and financial management, empowering athletes at all levels to become better stewards of their finances. Our in-house Athlete Advisory Services are complemented by personal, objective and strategic financial management services. that address the unique needs of athletes, we provide tailored solutions prioritize long-term financial security and success.

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Our objective is to:

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• Setting goals: Defining what you want to achieve, such as getting out of debt, saving for a car or retirement.

• Comprehensive Career-Life Planning: Create customized financial plans that account for career lifespan, retirement age, and anticipated earnings. Provide projections of post-career income, including possible endorsement deals, media roles, or entrepreneurial ventures

• Assessing your financial situation: Evaluating your income, expenses, debt, taxes and savings.

• Identify Retirement Income Scenarios: and create a retirement plan to help you achieve your retirement goals.

• Retirement Planning with a Strong Emphasis on Early Retirement: Given that many athletes retire early, focusing on non-traditional retirement strategies is key. Ensure they are maximizing contributions to retirement plans and utilizing long-term growth strategies, such as tax-deferred investments.

• Creating a plan: Establishing a spending plan to give your money purpose and figuring out how much money you need to save or invest each month.

• Implementing your plan: Putting your plan into action by organizing your spending, implementing purposeful saving strategies and investing objectives.

• Monitoring and Adjusting Portfolios Regularly: Provide quarterly or annual reviews of finances, investment and retirement portfolios, adjusting for market conditions, changes in career trajectory, or shifts in personal goals..

• Business Ventures and Entrepreneurship Guidance: Many athletes turn to entrepreneurship post-career. Educate them on business structures, tax benefits, and pitfalls of investing in or starting new ventures.

• Celebrate your accomplishments: Your accomplishment is an accomplish we all will enjoy celebrating. ​​​​