If you are in transition or experiencing vulnerabilities, we know firsthand how challenging it can be to address or manage financial changes. Whether you don’t want to, don’t have the energy, or simply don’t know how to manage your finances, our mission at NewMaker Financial is to be an approachable and reliable partner. Every step of the way, we aim to empower you through education — all the while providing effective, process-driven, holistic financial vision planning and investment management.

We at NewMaker Financial are dedicated to fostering a comfortable and approachable family environment while still delivering flexible and sophisticated planning solutions.

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