Creating A Clear Path To
NewFocus Financial specializes in managing wealth throughout your life—from helping you build it during your career to helping you utilize it to create the lifestyle you want in retirement.
Working with our team of CERTIFIED FINANCIAL PLANNER™ professionals can help you make better choices with your money. Together, we’ll develop a comprehensive and sustainable financial plan to maximize your wealth and minimize your risk through sound financial strategy and prudent investment management.
Helping You Build, Protect, and Transfer Your Wealth
Through Financial Planning, Investment Management, and Estate Planning.
We can help you build, preserve, and transfer your wealth by providing analysis, professional advice, and
comprehensive asset management.
Tell Us About Yourself
If you can’t afford to lose something, then consider insuring it. Chad Burton, CFP®, and Rob Black discuss a range of policy types, from gap to key man, and why they might apply to you.
Have a question? Send it to us!
Use your smartphone's memo function to record your question. Be sure to include your first name and town. And then email the audio file to firstname.lastname@example.org.