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 * WE MAKE A LIVING BY WHAT WE GET, BUT WE MAKE A LIFE BY WHAT WE GIVE.
   
   – WINSTON CHURCHILL


 * WEALTH IS THE ABILITY TO FULLY EXPERIENCE LIFE.
   
   – HENRY DAVID THOREAU


 * IT OUGHT TO BE THE BUSINESS OF EVERY DAY TO PREPARE FOR OUR LAST DAY
   
   – MATTHEW HENRY


 * BE AS SMART AS YOU CAN, BUT REMEMBER THAT IT IS ALWAYS BETTER TO BE WISE THAN
   SMART.
   
   – ALAN ALDA


 * STEADY PLODDING BRINGS PROSPERITY; HASTY SPECULATION BRINGS POVERTY.
   
   – PROVERBS 21:5

 


ABOUT US

 


MEET OUR TEAM

 


CLIENT LOGIN

 


CONTACT

Never have there been more decisions or opportunities awaiting us as we seek to
preserve and grow our wealth. Newcastle Financial Advisors is here to help you
fortify your financial strength as part of a meaningful life, the life you dare
to envision for yourself, now and into the future.

Newcastle Financial Advisors will navigate the financial world with you as your
trusted advisor - to help you plan for life’s changes, make empowered decisions
and pursue long-term financial strategies built on your core values. We are
dedicated to seeing you identify and help realize your financial goals and
dreams, for you personally, your family or your company.

We invite you to learn more about planning for your future. Also, please get to
know our people, our services and our commitment to serve our clients.

We welcome you to Newcastle Financial Advisors.


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EDUCATIONAL VIDEOS

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WHY FINANCIAL LITERACY IS IMPORTANT

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3 MONEY MANAGEMENT PRINCIPLES FOR CHILDREN

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WHY FINANCIAL PROFESSIONALS ARE STILL IMPORTANT




FULLERTON

2244 N. State College Blvd.
Fullerton, CA 92831
Phone: 714.257.7400


ORANGE

1045 W Katella Ave,Suite 220
Orange, CA 92867
Phone: 714.852.0220

 

     

Osaic Wealth Form CRS | The Ameriflex Group Form CRS

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment
advisory services offered through The Ameriflex Group. Osaic Wealth is
separately owned and other entities and/or marketing names, products, or
services referenced here are independent of Osaic Wealth. This communication is
strictly intended for individuals residing in the states of: AL, AR, AZ, CA, CO,
CT, FL, GA, HI, ID, IL, IN, KY, LA, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR,
PA, SC, TN, TX, UT, VA, WA N offers may be made or accepted from any resident
outside the specific states referenced.

IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment financial professional, BD agent, or IA rep may only
transact business in a state if first registered, or is excluded or exempt from
state broker-dealer, investment adviser, BD agent, or IA registration
requirements as appropriate. Follow-up: individualized responses to persons in a
state by such a firm or individual that involve either effecting or attempting
to effect transactions in securities, or the rendering of personalized
investment advice for compensation, will not be made without first complying
with appropriate registration requirements, or an applicable exemption or
exclusion. For information concerning the licensing status or disciplinary
history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer
should contact his or her state securities law administrator.


DISCLOSURES | FINRA BROKER CHECK

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