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New Life Financial Planning

Registered Investment Advisory

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Here are several reasons to consider taking the time to learn more about how we are helping advisors gather and maintain assets:

  Over 50 wrap portfolios at 1.95% per year— including all trading cost.

  ETF's and Mutual Funds at 1.00% to the client.

  Ways to Earn Fees from Assets held within an existing 401K plan.

 • Establish new accounts with minimums as low as $5,000 (we do not limit the dollar amount or percentage that has to stay invested with NLFP other than account minimums).

 • Our Investment Advisors are paid monthly on the AUM they have invested with NLFP.

 • Non-Traded REITs paying a current dividend of up to 5.37%.

 • Affiliation fees range from free to $1,500 per year to $0 depending on your AUM.

  • Software/Technology suite including: • Orion • Hidden Levers • Riskalyze • Case Design Pro 

   Morningstar • Service Portal• Laser App • Docusign • Redtail CRM • Salesforce CRM • Online lead generation • 401(k) Plan Pro – Dalbar certified computerized  advice for plan participants.

• Branding – custom website design, logo design/redesign, letter head package, HD video studio, company brochures, pocket folders and any deliverable you can imagine.

Why New Life Financial (NLFP)?

NLFP is a client-centric, hands-on registered investment advisory firm that allows advisors to choose from proven, specialized financial models addressing each client’s unique investment goals, while providing exceptional back office support and leading the industry in our dedication to quality service.

NLFP is committed to bringing dynamic, scrupulously researched investment techniques, strategies and portfolios to investment advisors and their clients. Every model does not fit every client; at NLFP, we stress client-driven financial planning, one client at a time. Thoroughly researched financial planning is the industry standard for Registered Investment Advisors—this standard is our starting point.

We strive every day to find next generation technology that will result in our advisors’ growing their businesses’ through advanced marketing techniques, bringing customized solutions to each and every one of their clients. The support team knows that every client brings a unique set of financial circumstances, and our job is to equip our advisors with the tools to properly address their customers’ needs. We hope you will take the time to read over the website to better understand the advantages that a partnership with New Life Finanical Planning brings. We believe these initiatives will allow you to succeed at levels you may never have believed possible.

Reach Us

Jupiter Fl

+1 1561 246-1404

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