Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Lance Newsome is a CERTIFIED FINANCIAL PLANNER with over 20 years of professional experience in financial planning and is an expert in retirement planning, company 401(k) plans, and investment management.
With over three decades of navigating financial markets and advising clients, John Newsome embodies a wealth of experience in helping clients work toward their financial goals. His commitment to those goals goes beyond traditional...
