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
New Aspect’s Shawn Campas- Rotary Installation as Director of Youth Services
/in Events, NewsShawn 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
/in Events, NewsSave 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
/in Events, NewsYesterday 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. […]