NewMaker Financial- Charlene Laney CFP®, CDFA™
Your future can be exciting again. Make it new with NewMaker.
5.0
NewMaker Financial helps individuals going through major life transitions including divorce, widowhood, and loss of a parent navigate their financial future with holistic planning.
About
NewMaker Financial aims to be an approachable and reliable partner that empowers clients through education while providing holistic vision planning and investment management. They specialize in helping those going through major life transitions including divorce, widowhood, loss of a parent, disability, and job loss.
Their process is designed to restore confidence, help clients avoid common mistakes, and fill any gaps in their team to give comprehensive advocacy.
Services
Estate Planning
When going through a life transition, updating your estate plan may be necessary. NewMaker helps walk through the process of updating beneficiaries and finding the right attorney.
Insurance Planning
New circumstances may mean new risks to cover with insurance. NewMaker helps uncover risks, determine if insurance is needed, and connect with the right policy.
Tax Planning
Proper tax strategy can significantly impact finances. NewMaker partners with CPAs to integrate investment strategy and tax strategy for optimization.
Retirement Planning
Addressing the common question of how life changes impact retirement. NewMaker helps ensure retirement goals are still achievable.
Bucket Strategy
Time-segmented retirement income strategy splitting portfolio into short, intermediate, and long-term segments with appropriate risk levels.
Credentials & Certifications
Reviews
