Plan for Your Financial Future,
Starting Today

Our team is committed to helping you make your dream retirement a reality.

Our Team

At New Era Advisory, LLC, we believe you deserve to live the retirement of your dreams. That’s why we are dedicated to helping clients create and implement their unique financial plan to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.


Goretti Garcia Financial Advisor

Take Control of
Your Future

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:


Fee-only Financial Planning


Goal Development


Tax Planning


Investment Management


Insurance Planning


Legacy Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to grow your income are not a guarantee or prediction of future performance.  Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.  Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions. Insurance products are offered through the insurance business New Era Advisory, LLC. New Era Advisory, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. The AEWM does not offer insurance products. The insurance products offered by New Era Advisory, LLC are not subject to Investment Advisor requirements. AEWM and New Era Advisory, LLC are not affiliated companies.

Come Meet with Us

To learn more about New Era Advisory, LLC or to schedule a no-obligation meeting, contact us today!

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