Client Education
If you’re not sure how all of these pieces fit your particular puzzle then you’re not alone and you’ve come to the right place, because we’re here to help! At Newport Partners Wealth Management it is our job to guide you through the investment process. We believe that a confident and comfortable retirement should be accessible to everyone. We utilize an in depth process to identify your goals for retirement and help create an outline centered around your goals. This outline is then fleshed out as we further discuss your risk tolerance and educate you on investment products that complete a road map to work toward your desired reality. Together, we can help work toward where you would like to be.
Personal Financial Planning
Are you preparing to buy a home? Hope to live comfortably during retirement? Financial Planning is the roadmap needed to afford you the freedom to pursue all of your lifetime goals. Financial plans are built on past, current and future financial decisions. Whether your goals are to save for your child’s college tuition or preserve your legacy for future generations, we’re here to help. At Newport Partners Wealth Management we will provide you with the tools and education necessary to guide you through this process. During our meeting with you, we will gather information regarding your living expenses, salaries, investment portfolio, debts, future financial obligations, etc. In doing so, we will be able to assess and transform your information into a coherent plan tailored to your needs.
If you wish to learn more about our financial planning process please visit our Contact Us page.
Estate Planning
Arguably one of the most important aspects of holistic financial planning, Estate Planning ensures that you can continue to contribute to your family after you can no longer care for them. A properly structured estate passes your resources onto the next generation while minimizing burdens such as tax exposure, transfer of debt and litigation. If a thorough plan is in place, your legacy can become what you envision.
We strongly believe in the importance of educating our clients. Our goal is to teach you the steps necessary in order to ensure your estate benefits your loved ones in the long run. We will help you with the basics of estate planning including providing guidance around trusts, wills and a power of attorney in the event you are incapable of making decisions. No two estate plans are alike, however we will ensure that your plan best reflects you.
Newport Partner Wealth Management and LPL Financial do not offer legal advice or services.
Asset Management
Managing your assets can be a particularly daunting task if you’re unsure of where to begin. The end goal is to have your hard earned dollars grow and begin to work for you, long after you’ve worked for them. Newport Partners Wealth Management has a multitude of resources available to ensure that the right portfolio solution is available to address your needs.
Your Team at Newport Partners Wealth Management have many years of experience to help you customize an asset management strategy. Let us help you.
Insurance Planning
A proper insurance policy can keep you protected from unanticipated life events. There are a range of insurance policies at your disposal, including life, health, disability and long term care insurance.
If you are injured and are unable to work, disability insurance can provide monthly income to offset lost wages until you can return to work.
If you or a family member experiences an unexpected medical emergency, the costs of treatment in today’s world are often prohibitive or unreasonably expensive. Health insurance can ensure you are not saddled with the full cost of treatment so you can resume your normal lifestyle.
In the unfortunate event of your or your family member’s passing, Life insurance can help cover the cost of the funeral or other end of life expenses. Depending on the policy, life insurance may also retain a cash value, dually functioning as an insurance policy and savings vehicle.
At Newport Partners Wealth Management, we partner with many of the reputable insurance providers to ensure you have access to the suitable and comprehensive policies to help you get covered.