Personal Preference Questionnaire

Your success is our only mission

personal preference questionnaire

This brief questionnaire is for current clients and is used to let us know their communication preferences as it relates to account updates.

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.

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