About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s valued advisor.

Our Mission

As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations.

Our Process

A strong planning process is the best way to create a more financially independent plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Testimonials

 

"I got to NewMaker Financial through a referral and chose to work with them because I wanted to have the expertise of a Certified Financial Planner. They are great with communication, transparency, and follow up. They also understand my family's and small business' specific needs. One thing we love about working with Charlene is not only the attention to detail and projections we get as clients. Can't beat that and love chatting with her every time. Look forward to continuing the relationship."

- Blaze and Joanne G.

This statement is a testimonial by a client of the financial professional as of 02/11/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

“We moved to NewMaker with Charlene when she changed firms but were originally referred to her. Over the years, we've stayed with NewMaker because of their emphasis on education.”

– Chris & Jen W.

 

"I found NewMaker through a friend and ended up choosing them because my friend spoke so highly of Charlene that I felt no need to shop. I stayed with NewMaker because they are great at communicating and always follow up. They are transparent and understood my individual needs. I also appreciated their emphasis on education and expertise overall."

– Tanya A.

This statement is a testimonial by a client of the financial professional as of 01/31/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

What We Cover

 

Estate Planning

When you’ve gone through a life transition it can become necessary to update your estate plan. NewMaker can help walk you through the process of updating your beneficiaries and finding the right attorney if one is needed.
 

Insurance Planning

New circumstances may mean new risks you would like to cover with insurance. NewMaker can help you uncover those risks, determine if insurance is needed, and if it is needed we can put you in touch with the right policy.
 

Tax Planning

There are few strategies that can help your finances more than a proper tax strategy. If you have a CPA then NewMaker can partner with them to integrate your investment strategy and tax strategy to optimize both.
 

Retirement Planning

The most common question we get when someone goes through a big life change is “how will this impact my retirement?” At NewMaker we understand that retirement is one of your biggest goals.

Our Team

Who We Serve

Divorcees

Divorce

Divorce is a difficult time of transition for everyone involved. Throughout the process it can be painful and frightening to think of your future, or the future of your children. Planning can help illuminate that future.

Widow / Widower

Widow / Widower

You’ve planned your whole life with one person, and now you’ve lost them. Finding your footing during this time is so crucial, because you have a world of emotion on your shoulders.

Loss of a Parent

Loss of a Parent

Losing a parent can make you feel lost and alone. Finding your way through that emotional landscape can take a lot of effort, and if you are receiving an inheritance you may be asked to make decisions you aren’t ready to make.

Life Transitions

Life Transitions

There are many more life transitions that can leave your finances vulnerable than those listed above. From disability to loss of a job, there are many ways that our best laid plans can be shaken.

Learn More About Who We Serve

Team photo

At NewMaker, we aim to be an approachable and reliable partner that empowers you through education while providing holistic vision planning and investment management.

Contact Us

Our 5 Promises

 

1. Your future is our priority

 

2. We are judgment free

 

3. We will respect your concerns

 

4. We are transparent

 

5. We act as fiduciaries in our advisory relationships

Education Center

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Investing and Emotion: Understanding the Hidden Motivations Behind Investor Behavior

Joshua Dunlop |
Categories
Investments
Emotions and Investing
Investing Theory
People come to the stock market to invest and make gains, sure, but there are many other reasons we approach the market—psychological reasons we might not even be aware of. Investing is often framed as a rational process, one guided by numbers, valuation models, and risk assessments. Yet, time and again, it is human emotion that dictates market behavior.
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A Comprehensive Guide to Determining When to Draw Social Security

Joshua Dunlop |
Categories
retirement
retirement planning
social security
Image Alt Text: Understanding Social Security Benefits - when to draw social security When approaching the decision of when to draw Social Security, the key takeaway is simple: timing matters. If you're looking for a quick answer, here it is: delaying Social Security benefits until age 70 can maximize your monthly payout, particularly if you're in good health and can afford to wait. However, for those who need income earlier due to health issues, financial...
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Beginner's Guide to Planning Financially for a New Baby

Charlene Laney |
Categories
baby
birth
life changes
Image Alt Text: new baby financial planning - new baby how to financial plan Welcoming a new baby into your family is a moment filled with excitement and high expectations, but it also brings a unique set of challenges—especially when it comes to finances. If you're searching for 'new baby how to financial plan', here's a quick rundown to get you started: Understand your health insurance to anticipate birth-related costs. Plan your leave from work...