SERVICES

Your success is our only mission

SERVICES TO MEET YOUR INDIVIDUAL GOALS

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.

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. 

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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

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Wealth Management 

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FINANCIAL
PLANNING

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Retirement Planning

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Trusted Advisor

Second Opinion

Curious if your current investment portfolio is working the best it possibly can? I will evaluate your current financial, retirement and investment plans to provide you an unbiased second opinion. This will provide you peace of mind knowing you are doing great and are on track to meet your goals, or if there are any areas we can improve upon. This service is always 100% complimentary. 

Proposed Fee Schedule

0-$250,000.90%
$250,001-$750,000.75%
$750,001-$2,000,000.60%
$2,000,001-$5,000,000.50%
$5,000,001 and up.35%

*Please see Newman’s Financial’s ADV Part 2A for a complete description of fees and compensation.

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.

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.