Our Services
Simplifying Wealth
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Services
What We Offer
At NewMarket Financial Advisors, we believe it is crucial to fully understand our client’s situation before any recommendations are made. Equally as important, we desire to be involved in our client’s lives as they continue down life’s path to ensure the portfolio is being managed properly. We will help our clients with any new challenges that arise or simply modify the existing plan to make sure the portfolio is addressing their needs. We will dedicate the time and energy necessary to make certain that your financial plan is comprehensive. In turn, you may focus your efforts on other important aspect of your life that mean the most to you.
Wealth Management
Wealth Management is managing each individual’s wealth. It is not a number that represents a minimum amount of money. Rather, everyone has “wealth”, and if differs in size. One common denominator is that each person’s wealth is very important to them.
Managing your wealth is more than receiving investment advice…it’s an ongoing process for long-term growth and success. From retirement income planning to estate preservation, NewMarket Financial Advisors can assist you in your financial goals.
Retirement Planning:
Retirement involves factors that pertain to mental, physical, emotional, and financial characteristics. The client needs to be aware of these factors, and NewMarket assists with the financial portion of retirement planning.
We create income strategies aimed at maximizing benefits from employer-sponsored plans and Social Security benefits, and any other income sources, including IRA’s and/or 401(k) plans, as well as portfolio income. We advise, implement and manage the retirement plan to ensure clients receive the proper income and required distributions each and every year, in a most tax efficient manner.
Financial Planning:
At NewMarket Financial Advisors, we start by helping you identify your goals. These are things like where do you see yourself financially in the future, when do you want to retire, and what does that retirement look like to you?
We then evaluate where you are relative to those goals. This is like taking a snapshot of your current financial state. Once we have that snapshot, we being to evaluate your options to help reach those goals and will recommend strategies to help you get where you want to be.
Insurance Planning:
Insurance planning is based on NEED. Always ask yourself, when considering buying life insurance, what do I want it to do? What is the intent for purchasing life insurance?
The next challenge is to select the correct type of insurance. Will term insurance solve the problem? What about whole life, universal life, or even variable life? All of these products, and more, can be considered, in order to achieve the proper result.
Contact Us
Ready For The Next
Step?
We are here to help. At NewMarket Financial Advisors we want to make sure you are financially taken care of. We are available to discuss your accounts, consider options, look at results and plan for the future. You aren’t viewed simply as a customer, you are part of the NewMarket Family. We look forward to helping in any way we can. Fill out the form and we will contact you about the next steps.