Newman Schimel

WE CAN ADD VALUE FOR OUR CLIENTS IN THE FOLLOWING WAYS: We start by listening to your unique needs and goals. Then, together we create and implement a Retirement Plan tailored just for you. The Plan becomes your long-term financial roadmap with ongoing adjustments made. Our experience is that those with a Plan become more successful investors becau... se the Plan focuses ones mind on long-term goals rather than short-term noise. Many investment portfolios have a home bias toward investing almost exclusively in the U.S. stock market. However, global investing can provide our clients with additional diversification via both countries and currencies. Studies indicate that the vast majority of portfolio returns are determined by asset allocation. In addition, Newman Schimel understands that investing is emotional. Therefore, we work with you to determine the appropriate asset allocation for your risk tolerance. Having an asset allocation that is consistent with your risk tolerance increases the chances of achieving your goals and also helps our clients sleep better at night. We believe that one of the most important services a trusted financial advisor can provide is to help clients remain disciplined, unemotional, and focused on long-term financial goals. Long-term wealth is built by controlling emotions and avoiding costly mistakes. Knowing that your spouse and children will have a trusted and knowledgeable resource when you are gone. * Please Note: The scope of any retirement planning and consulting services to be provided depends upon the request and needs of the client. Newman Schimel, LLC does not serve as an attorney, accountant, or insurance agent. Newman Schimel, LLC does not prepare estate planning documents or tax returns, nor does it sell insurance products. Please review Important Disclosure Information set forth in the last section of this website.Read More