LET’S GROW TOGETHER
FINANCIAL PLANNING
FOR A SOLID FUTURE
Your success is our only mission -Newman’s Financial Planning
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.
Fiduciary
Transparent Low-fee structure
Long-term investment results
HOW WE ARE DIFFERENT
Clients often ask how I get paid. It’s simple: 100% of my compensation comes from the client. I don’t accept commissions. In comparison, nearly 90% of all financial advisors are not fee based. In fact, even the ones who purport themselves to be often have arrangements with certain companies to receive additional commissions when they sell their products. Not here. As an army of one, I have a much lower overhead than the larger firms. And that savings is evident in how I charge you, my client. Typically speaking, my fees will be up to 50% less than those of my competitors. You pay less, but you get the personalized relationship you want.
Other advisors tell their clients when they’re going to meet, but I ask when and how you want to hear from me. I let you control the relationship; I work for you.
WHAT WE DO
Financial Planning
From budgeting, tackling debt, or looking to build a comprehensive financial plan, Newman’s Financial Planning can help. We take the time to create, build, and monitor your plan to ensure your long-term financial success. Learn More
Investment Planning
Building an investment plan and portfolio that aligns with your goals and risk tolerance is one of the most important aspects in fulfilling your financial success. Newman’s Financial Planning creates high quality, low cost portfolios tailored to your needs. Learn More
Retirement Planning
It’s never too early or too late to begin planning for retirement. What does your ideal retirement look like? We will work together to build a customized plan to get you on track to make it a reality.
OUR SERVICES
As a Dave Ramsey SmartVestor Pro investment professional, I have been carefully vetted by the Dave Ramsey team. Not just anyone can be a SmartVestor Pro. To join, as a Pro you must pass a vetting process and follow Dave Ramsey’s code of conduct.
Let’s Get Growing
Take the first step to building a solid financial future by scheduling a no-pressure, complimentary consultation.
You will meet directly with me, Will Newman to simply discuss your current situation, goals, and how I can help get you started on a path of success.
ABOUT NEWMAN’S FINANCIAL PLANNING
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.
