Our Services
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Tax management
- Investment management
- Retirement strategies
- Estate conservation
- Insurance and annuity products
- General Accounting & Bookkeeping*
- Payroll*
- Tax Preparation*
- Notary
*Tax preparation services offered through Newman Wealth & Tax Advisors are separate and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax preparation services.