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What We Offer

A Defined Strategy


There are plenty of smart, successful people who do everything right, but lack in managing their money effectively. 

Maybe you haven’t filed your taxes in a year, or two. Or maybe while you were in school you lost track of time and kept missing the deadline. Whatever state your taxes are in, we can help you untangle the web so you don’t have constant worry sitting in the back of your mind. After each meeting, you will have more insight into the filing process and a better understanding of how to stay on top of your taxes. At New Gen Financial,  we help you become more involved and proactive about tax planning.  We will educate you on relevant strategies for your situation and work together to keep you on track. 

Schedule a free consultation