Welcome.

How much will retirement cost? Will my income keep up with inflation in retirement? What is the best way to prepare for retirement? Does my business need a retirement plan? What should I do with my old retirement plan (401k, 403b, profit sharing, etc.)? Are my assets properly diversified?

Jeremy Newton, CFP®, uses his knowledge and experience to work closely with clients to help answer these questions. Whether it's traveling, catching up with family, or starting a new business, for many Americans retirement is proving to be more exciting than ever. He specializes in Investment guidance designed to create a portfolio that can keep up with you.

By working with the Independent Broker/Dealer LPL Financial, Jeremy has access to comprehensive financial planning tools, as well as unbiased, independent research. This enables him to concentrate his energy on understanding your individual financial goals, and offering prudent and impartial solutions to the challenges of wealth accumulation and management.

As retirement nears, each financial decision you make grows in importance, please call today for a free consultation to discuss your retirement and investment planning needs. We look forward to hearing from you.