• We are your source to educate and empower.

  • Financial strategies and advice made just for you.

    New Aspect Financial Services, LLC

Our Services

New Aspect Financial Services, LLC

Retirement Planning

Income Planning
Investment Planning
IRA, 401(k), 403(b), 457 reviews
ROTH IRA
Social Security and Medicare review

Estate Planning

Fee Based Estate Planning
Trust Review
Estate Preservation and Transfer

Education Funding

529 College Savings Plans
Coverdale Educational Savings Plans
UTMA accounts

Business Planning

Qualified and Non-qualified Retirement Planning
Executive Planning
Key man Insurance
Succession Planning
Business Coaching

Risk Management

Life Insurance, Term, Whole Life, VUL, UL
Life Insurance with LTC riders
Traditional LTC Insurance
Long Term Disability Insurance

Wealth Management

Investment Management
Charitable Giving

Meet Our Experts

We are dedicated to our client’s financial success with the highest resolve.

Our Process

We help build wealth with a unique perspective

(1) In DISCOVERY we’ll help clarify your life goals, and arrange them by time frame and priority. We’ll explore how specific goals fit into the greater picture of your life and we’ll challenge your previous investment assumptions if they only focused on your immediate financial concerns.

(2) Then we’ll ASSESS the needs and issues surrounding each of your goals and develop a clearer perspective for what needs to be done. You’ll have complete clarity regarding your risks as well as your opportunities.

(3) Together, we’ll EVALUATE options and select from numerous goal-based scenarios that reveal how you can ultimately use your wealth to achieve your most significant objectives.

(4) We will work within a disciplined environment to IMPLEMENT a program whose elements remain consistent with your life’s goals. We’ll make your vision come to life.(

(5) By MONITORING & ADJUSTING your program, we’ll help you anticipate and deal with life’s inevitable changes. We’re prepared to help with the unexpected, and ready to recommend options for adjusting your life and wealth program to ensure that it continually supports the way you want to live.

To learn more about the professional history of our financial advisor(s), please visit brokercheck.finra.org

Our Blog

Hand Chosen Financial & Lifestyle News

PPP Forgivable Loans Will be Unforgiving for Many

Friday, May 1, 2020 - Entrepreneur Magazine

Business who don't bring back their entire workforce will have their eligible forgiveness amount reduced. Read more...

This Is How To Buy Travel Insurance After The Pandemic

Thursday, April 23, 2020 - Forbes

So what should you look for in a post-pandemic travel insurance policy? Overall, there’s more of an emphasis on health — and money. Read more...

Kathleen Pender: With coronavirus cancellations, workers worry about use-it-or-lose-it FSA money

Wednesday, April 22, 2020 - San Francisco Chronicle

Many workers with FSAs are facing the same problems because doctors, dentists and hospitals are postponing non-emergency office visits, surgeries and other procedures to leave room for coronavirus patients, preserve protective gear and comply with shelter-in-place orders. Read more...

The Moment This Is Over Will Be A Moment People Remember Forever

Monday, April 20, 2020 - Forbes

There will come a time, we hope soon, when this storm will pass and everyone will open their doors and step blinking into the bright sun that we haven’t seen in what seems like a lifetime. What then? Read more...

New Aspect’s Shawn Campas- Rotary Installation as Director of Youth Services

Shawn Campas, CPFA of New Aspect Financial Services, LLC serves on the board of directors as the Director of Youth Services. Read the full newsletter–>Novato Rotary June 2018

Client Appreciation Event Oct. 8th

Save The Date! Our Annual Client Appreciation Event is coming up on Oct. 8th. We will have great food, live music, wine tasting, and activities for the kids. We hope to see you here with friends and family to show how much we appreciate you.

Social Security Seminar

Yesterday Matthew Mullowney and Karin Alvarado held a free seminar about Social Security Benefits here at our office in the Migliavaca Mansion in Napa California. At this seminar we talked about how social security benefits can help you and your family in your future.The event also featured complimentary wine and cheese to those who attended. […]

We see you, your life, and the way you should invest from a unique perspective.

Latest News

Thank you to our New Aspect clients, friends, family, and supporters!

Thank you, everyone, for joining us on October 13th for our 4th Annual Client Appreciation Event! Woohoo!

Featured Videos

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  1. Market Month July 2018

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    Here is the July 2018 Market Month video.

©2018 Broadridge Investor Solutions, Inc.

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  1. Women and Money: Taking Charge of Your Financial Future

    03:37

    On their path to financial security, women often face unique financial challenges.

©2018 Broadridge Investor Solutions, Inc.

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New Aspect Financial Services, LLC. is licensed to sell insurance in AZ, CA, IL, MA, MI and MN, and is registered to offer securities in AZ, CA, FL, GA, IL, MA, MD, MI, MN, NY, OH and TX. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. New Aspect Financial Services, LLC. and Woodbury Financial Services, Inc. are not affiliated entities.

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