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Explore Our Financial Products and Services

New Era Financial, LLC strives to make implementing your customized financial strategy as easy as possible. With one-on-one attention, each client is provided with the best possible plan that suits their needs. Have peace of mind and know you are cared for at New Era Financial. Our firm provides comprehensive plans tailored to our valued clients. Talk to us about the following:

A Strategic Approach Beyond The Ordinary

Our commitment goes beyond addressing your current financial needs—we strive to secure your ideal retirement. By designing income strategies that exceed expectations and remain resilient through market fluctuations, we help ensure long-term financial well-being for you and your loved ones.

Retirement Clarity Starts Here

At New Era Financial LLC, we understand that retirement is more than a finish line—it’s a new beginning. That’s why we are the only Advisory Group to use a proprietary planning system built around Red, Blue, and Green (RBG) indicatorsto help you see exactly where you stand—and what’s next. With RBG Concepts™, you’ll always know if you’re:
– Off Track
– On Track
– Ahead of Track

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Innovative Retirement Planning That Works for You—Not the Government

At New Era Financial LLC, our commitment to innovation goes far beyond the ordinary. We challenge traditional thinking and redefine what it means to be truly prepared for retirement.

Our mission is clear:
To help you keep more of what you’ve earned, grow your wealth, and leave a lasting legacy.

We embrace forward-thinking strategies designed to:
-Minimize your tax burden
-Maximize long-term wealth
-Create a lasting cash legacy for the people you’ve always cared for

We Offer Expertise & Assistance In The Following Areas:

Asset Protection, Wealth Accumulation, Social Security Maximization, Enhanced Income Planning, Optimal Legacy Planning, Long-Term Care

Gain a Clear Understanding of What Retirement Could Look Like

Still Have Questions? Contact Us Today To Secure Your Financial Future

We offer a specialized planning approach that is unique to each of our clients needs. Our process allows us to take the time to understand you, your financial goals, explain all of your options, and help lead you in the right direction.
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  • Mon - Fri: 9:00 am - 6:00 pm
    Sat - Sun: Closed
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  • 28 Robbins Street
    Toms River, NJ 08753
Frank Davis is an investment advisor representative of and provides advisory services through CoreCap Advisors, LLC. New Era Financial LLC and CoreCap Advisors, LLC are separate and unaffiliated entities. The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.
(848) 238-7036
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At New Era Financial LLC, we understand that retirement is more than a finish line—it’s a new beginning. That’s why we are the only Advisory Group to use a proprietary planning system built around Red, Blue, and Green (RBG) indicatorsto help you see exactly where you stand—and what’s next. With RBG Concepts™, you’ll always know if you’re:

  • Off Track
  • On Track
  • Ahead of Track

This breakthrough software gives you a printed report that we review annually. It will give you the confidence to make informed decisions about your retirement with real-time clarity. No more guesswork. Just answers to the questions that matter most:

  • Am I truly ready to retire?
  • Will my savings last?
  • Can I take that dream vacation—or buy the car I’ve always wanted?
  • Can I support our ideal retirement and give more to my church or favorite charity?
  • Can I finally enjoy the lifestyle I’ve worked so hard for?

With New Era Financial and RBG Concepts™, you’ll retire with confidence—not uncertainty. You’ll always know where you stand and what’s possible.

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