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
Chad starts off with a look at the market as the year comes to end before moving on to an overview of cryptocurrency. In the next segment, Chad goes over the unexpected rally of the market in 2020. Next up is a dive into social security and tax law. Listen now!
Email your money question to email@example.com , or call the show at 1-800-516-1220 on Tuesday’s and Wednesday’s from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com