New England Capital Financial Advisors, LLC

Welcome!

Please view our  July 2010 Newsletter on the link below!
 
/AgentUploads/2124608015/necfa newsletter july 2010.pdf 
 
New England Capital Financial Advisors, LLC is a financial planning consulting firm (registered with the SEC) whose purpose is to help you achieve financial success and accomplishment of your life goals.

Our Financial Planning Process includes the following steps: gathering data, setting goals, identifying potential financial concerns, preparing and analyzing written alternatives and recommendations, implementing recommendations, and monitoring and revising the plan over time as needed.

Our mission is to provide the achievement of our client's life goals through proper financial planning and wealth management.

The mission statement will be achieved through the following commitments:

We are committed to keeping the clients interests first while using the highest degree of integrity, honesty, ethics, and professionalism.

We are committed to the financial planning process. This process consists of gathering data, setting goals, identifying potential financial concerns, preparing, analyzing and implementing recommendations, monitoring and revising the plan over time as needed.

We are committed to supporting a dynamic investment management process that has clear performance objectives. We will constantly strive to improve and refine this process to enhance our ability to meet those objectives.

We will treat the professionals within our firm with the same respect we accord our clients. We believe the strength and success of our firm comes from efforts of a team-oriented environment.
 

Our Services

Some of the services that New England Capital representatives may provide:

 Comprehensive or modular financial planning

  • Comprehensive or modular financial planning
  • Trust services (through our affiliation with National Advisor Trust Company, FSB)
  •  Investment and wealth management 
  • Insurance (long-Term care-including the CT Partnership, Life, Disability, and Health) in states in which we are properly licensed.
  • Charitable giving
  • Elder and long-term care planning
  • Funding education (including the new 529(c) plans)
  • Estate planning
  • Retirement planning
  • Cash management and budgeting
  • Stock and bond brokerage
  • Employment benefits and qualified retirement planning for business
  • Work with owners of closely-held business
  • Seminars/financial education

The information provided by the services and programs within this web site does not constitute a representation on the part of New England Capital Financial Advisors, LLC and/or Harvest Capital, LLC. Please consult your advisor before acting upon any information presented herein.

This website is not intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security or insurance product, nor shall any security or insurance product be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful under securities law of said jurisdiction.

Securites offered through Harvest Capital, LLC, member FINRA & SIPC, 530 Silas Deane Hwy., Suite 300, Wethersfield, CT  06109  Harvest Capital, LLC can be contacted at (860) 257-1500.  New England Capital Financial Advisors, LLC and Harvest Capital, LLC are not affiliated entities.  Securities are offered by properly registered representatives in the following states:  CT, MA, NH, NJ, NY, RI, CA, FL, GA, VA.  Not all representatives are licensed in all states.
Friday, September 3, 2010


 		Important disclosure information is located at the bottom of the "Welcome" section.  Securites offered through Harvest Capital, LLC, member FINRA & SIPC, 530 Silas Deane Hwy., Suite 300, Wethersfield, CT  06109  (860) 257-1500.  New England Capital Financial Advisors, LLC and Harvest Capital, LLC are not affiliated entities.