New Life Financial Planning
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What makes us different? We are paid directly by our clients on a fee basis. We are not incentivized, nor do we benefit from any transaction-based compensation.
Bryan Daly, CFP®, RICP® is recognized as an independent, fee-based fiduciary, CERTIFIED FINANCIAL PLANNER™ professional
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser We are often asked, “What makes you different?”
We’d like to think there are many things that set us apart from our competitors, but there is an official distinction we hold over the majority of other financial advisors. We are Fiduciary Registered Investment Advisors (RIA)
We are completely independent and objective when making investment or planning recommendations to our clients. Our portfolio management decisions are driven by: our clients’ goals, our disciplined investment philosophy, and risk management. Our goal as an Investment Advisor is to develop personal relationships with our clients, and help them find solutions that are aligned with their needs and objectives. We do not owe allegiance to any particular brokerage firm, financial product, fund family, or investment. We have the freedom to make unbiased, prudent investment decisions for our clients.
> RIAs have a fiduciary duty to act in the best interest of their clients above ALL others.
> RIAs use institutional custodians to hold and safeguard their clients’ investments.
> RIAs provide advice and services for a fee based on a percentage of the client’s assets.
> RIA firms are registered with the Securities and Exchange Commission and are subject to the Investment Advisers Act of 1940, making RIAs some of the most highly regulated entities in the financial industry.
> Many independent RIAs work with complex portfolios and address unique needs that require a highly customized level of investment expertise.
> Generally, RIAs have relationships with a variety of firms who assist with tax planning, estate planning, insurance needs and more. These affiliations allow us to help our clients with complex financial needs.
04/21/2026
Our Second Quarter Financial Checklist for 2026 helps you stay on track with your goals—from boosting contributions to reviewing investments and fine-tuning your plan.
Small check-ins now may = big wins later.
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Second Quarter Financial Checklist for 2026 Stay on track in 2026 with this second quarter financial checklist. Review your budget, boost your 401(k), rebalance your investments, and make smart money moves for the rest of the year.
03/23/2026
Student loan debt 🤝 retirement savings? Yes, it’s possible. 🎓💼
Learn how the 401(k) student loan match works and how paying down your loans could still help you earn employer retirement contributions. 💰📈
This may help you tackle debt and build your future.
https://lf400.isrefer.com/go/blh4smw/a68
How the 401(k) Student Loan Match Works Learn how the 401(k) student loan match works, who qualifies, and how SECURE 2.0 lets you earn employer retirement contributions while paying off debt.
06/16/2025
New data reveals the shocking cost of 401(k) rollover delays!
Don’t let retirement savings slip away—act now to help keep your future on track.
New Data Reveals the Shocking Cost of 401(k) Rollover Delays 401(k) rollover delays may cost you thousands in lost growth. Learn what causes them, your options, and how to avoid costly 401(k) mistakes.
02/18/2025
Want to keep more of your hard-earned retirement savings?
Learn how to potentially avoid costly 401(k) withdrawal penalties!
Smart moves now may = more $$ later!
How to Avoid 401(k) Withdrawal Penalties 401(k) plans are designed to help in retirement, but if you don’t follow the rules, you may find yourself facing 401(k) withdrawal penalties.
01/23/2025
Big news for your retirement! 3 Major 401(k) Changes in 2025 you may NEED to know.
Stay informed to potentially make the most of your savings.
Thank you,
Bryan Daly, CFP®
3 Major 401(k) Changes in 2025 You Need to Know Discover 3 major 401(k) changes in 2025 from the SECURE Act 2.0. Learn how to save more for your retirement – faster and smarter.
10/30/2024
10/29/2024
Nearing retirement with less savings than expected? Don’t worry; there can still time to make a plan! Learn steps to help boost your retirement security.
https://lf400.isrefer.com/go/blwdynrls/a68
What to Do If You’re Nearing Retirement with Less Savings Than Expected Retirement costs are rising. If you are nearing retirement with less savings than expected, don’t lose hope. Take these steps if you have less savings than expected.
10/21/2024
Social Security COLA Increase: It May Not Be Enough to Cover Your Retirement!
Plan ahead and don’t rely solely on COLA for your future.
Social Security COLA Increase Is Not Designed to Cover Retirement On October 10, the new Social Security COLA increase was announced, and many retirees are disappointed. Read on to learn more about why 2025’s Social Security COLA increase is not designed to cover retirement.
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