FINANCIAL PLANNING FOR A SOLID FUTURE

 Your Success is Our Only Mission – Newman’s Financial Planning

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WHO WE ARE

Newman’s Financial was founded upon the principle of providing low-cost, transparent, long-term financial planning for all stages of life. We are dedicated to providing investment management and strategic wealth planning to all of our clients. Simply put, we strive to be our client’s trusted advisors. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. Your success is our only mission.

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Fiduciary

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Transparent Low-fee structure

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Long-term investment results

TYPES OF FINANCIAL PLANNING

Financial Planning

Meet with Will Newman an investment advisor in the way that works for you. We will review your financial situation and build a plan to help you pursue your financial goals. Schedule a FREE consultation with Will at Newman’s Financial and get a portfolio analysis.

Investment Planning

Whether you’re nearing retirement, in retirement, had a life-altering event or need investment advice, Newman’s Financial fee-only fiduciary financial advisor helps craft an investment strategy and retirement plan based on the best interest of your financial goals.

Retirement Planning

Retirement Planning is a way to ensure that you are free of worries when you retire. Being worry free isn’t about retiring with lots of money. Its retiring with a plan that will last 25 years into the future. At Newman’s Financial we help you plan for financial freedom in retirement.

OUR APPROACH

We are dedicated to providing investment management and strategic wealth planning to all of our clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

OUR SERVICES

There are many financial products in the market, so choosing the ones that best meet an individual client’s needs can be complicated.

  • Budgeting
  • Taxation Planning
  • Trusted Advisor
  • Retirement Planning

What’s New with Newman!

Subscribe to our monthly newsletter where we will share news on investments, financial planning, and sharing Will’s best budget tips. 

Financial Planning Blogs

Meet Will 

Not everyone knows what they want to do when they enter the workforce, but I sure did. Because I always had an affinity for numbers and math, I started investing for fun while in high school. That led to me studying business & finance in college, earning a Bachelors degree from Arizona State University. By the time I graduated, I knew I wanted to work in the financial industry. However, a strong love of golf pulled me in a different direction, and I was a professional golfer for a few years before landing at The Vanguard Group.

Newman’s Financial Planning, (LLC/”Newman’s Financial”) is a registered investment advisor offering advisory services in the states of Arizona, Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow up or individualized responses to consumers in a particular state the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Newman’s Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. 

Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Reach Us

Queen Creek, AZ 85142 United States

480-798-9544

will@newmansfinancialplanning.com

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