There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Our services include:


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.