Our Services
Newport Financial provides a full array of personal and business financial services. Feel free to contact me for a no obligation, complimentary initial consultation or brief introductory conversation to determine how I might collaborate with you toward achieving your financial goals.
Investment Services
I begin by getting a clear understanding of your overall financial goals and your goals for each investment account. Discussions involve your investment preferences and concerns, your attitudes toward risk and your time frame for the assets in each account. To implement * your various investment strategies, I'll work with you to build appropriately diversified portfolios, with access to the following:
•Mutual Funds
•IRAs, Roth IRAs
•529 Plans
•Fixed and Variable Annuities
* You have a choice to implement the recommendations in your financial plan on your own, with your financial planner, or through anther financial services professional. If you choose to implement your plan with your financial planner, he or she may sell other services and products to you in his or her capacities as an (i) investment advisor representative (Advisory Representative), (ii) registered representative of Pruco Securities, LLC and / or (iii) a licensed insurance agent of Prudential (collectiverly :Prudential Representative").
Insurance Services
Newport Financial offers a variety of insurance related services. Clients have the opportunity to discuss their goals and preferences with a financial professional; including general attitude toward risk, various policy options, and management / mitigation of risk. I will perform a full policy and beneficiary review, as well as the review of trusts that may own certain policies. The following solutions can be offered:
•Life Insurance
•Disability Income Protection
•Long-Term Care Insurance
•Business Income Continuation, Succession and Estate Conservation strategies
Employee Benefits
Newport Financial can provide a consultative review of all your employee benefits, to help ensure any benefits offered are fulfilling their intended purpose and are the most cost-effective available. I am able to offer solutions in the following areas:
Qualified Retirement Plans, Pension and Profit Sharing Plans:
•401(k) Plans
•Profit Sharing Plans
•SEP IRAs
•SIMPLE Plans
•Executive Deferred Compensation Plans
•Cash Balance Plans: integrated design with Defined Contribution Plans
•Life Insurance
•Short Term and Long Term Disability Income Insurance
•Long Term Care insurance
College Funding Strategies
One financial goal that some parents may share is a college education for their children. With college costs increasing at a faster rate than general inflation, saving for college can be a daunting task. You can, however, pursue this important financial goal by establishing a college fund and taking action today.
• 529 Savings Plan