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.
Transparent Low-fee structure
Long-term investment results
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TYPES OF FINANCIAL 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 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.
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.
- Taxation Planning
- Trusted Advisor
- Retirement Planning
What’s New with Newman!
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Financial Planning Blogs
Are You Nominally or Really on Track to Your Retirement Goals?Amidst the more obvious lingering effects of a sluggish economy, such as slow job growth, decreasing incomes, low interest rates and shaky consumer confidence, there lurks a more insidious threat which,...
Is an Investment Advisor Really Worth the Investment Advisory Fee?A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice, which is not surprising considering the challenges of...
Your Longevity Compounds the Inflation Risk of Your Retirement IncomeIt has only been since the Baby Boomer generation began to cross the retirement threshold that we’ve had to seriously confront the new challenge of our longevity. Although most of us are now bracing...
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.
Serving East Valley Cities:
Financial Planning in Queen Creek, AZ
Financial Planning in Gilbert, AZ
Financial Planning in Chandler, AZ
Financial Planning in Scottsdale, AZ
Financial Planning in Tempe, AZ