Newcastle Financial Advisors

read moreNever have there been more decisions or opportunities awaiting us as we seek to preserve and grow our wealth. Newcastle Financial Advisors is here to help you fortify your financial strength as part of a meaningful life, the life you dare to envision for yourself, now and into the future. Newcastle Financial Advisors will navigate the financial world with you as your trusted advisor - to help you plan for life's changes, make empowered decisions and pursue long-term financial strategies built on your core values.

read moreWe are dedicated to seeing our clients identify and help pursue their dreams and financial goals. Our professional integrity and individual concern, along with knowledge, experience and resolve will help to produce innovative and long-term strategies. We are keenly aware that even the best advice cannot be received nor implemented outside of a genuine, personal relationship. We are devoted to lifelong learning, to staying current with changing regulatory rules and legal precedents, and are committed to ongoing market research and product development.

read moreFor more than 30 years, Tim has been pursuing his passion for helping people plan for and address their financial goals. He has helped hundreds of clients with a wide array of financial needs, including individual and employer-sponsored retirement plans, life insurance and comprehensive wealth management. During his extensive career, Tim has come to specialize in small business succession planning and retirement plans, investment management and financial planning, including charitable giving strategies.

read moreThe mandatory fields are denoted with an asterisk (*). Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means. Securities offered through SagePoint Financial, Inc. (SPF) member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

read moreWe are frequently called upon by business owners to consult on critical company-provided employee benefits. Whether to evaluate a health insurance plan for cost effectiveness or to install a new 401(k) retirement plan, our advisors supply the needed counsel to business owners to make quality, cost-effective decisions. On the retirement plan side, we help define your business's needs and then create and implement a plan designed to achieve objectives for both the plan trustees and participants. As an independent firm, we offer unbiased plan selection and personal availability to participants and administrators.

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