Finance & Insurance

Newman’s Financial Planning
William Newman

Hi! I’m Will Newman, Principal and Owner of Newman’s Financial Planning. After years in the financial industry, I started my own firm because I’ve seen all sides of the industry and never felt clients were treated fairly. I want to be able to give families and individuals financial freedom and wealth without a large company overhead and hidden costs. I act as a fee-only fiduciary, which means by law I am required to act in the clients’ best interest. Most financial advisors are not fiduciaries, so why would you entrust them with your hard-earned money knowing they are receiving commissions, kickbacks and incentives with your money – the mostly hidden costs that you incur. Integrity is a fundamental value for Newman’s Financial Planning. I’m passionate about helping people like you manage their wealth in the most profitable way possible. Money doesn’t come with instructions. Let me help you navigate this tough industry and achieve long-term wealth at the lowest cost – as your fiduciary and your personal and independent experienced Financial Planner.
Southwestern Retirement Planning Advisors, Inc.
Kurt Rohrs, CFP, CLU, ChFC, MBA

Certified Financial Planning Professional specializing in Personal Financial Planning for Individuals, Families and Small Businesses. We will help you determine where you are today financially, where you need to be in the future, and to develop a plan to get there. Located in the Ocotillo Community and available for evening or weekend appointments for you convenience. Investment Planning, Retirement Income Planning, Tax Planning, Insurance Planning and Estate Planning with experienced professionals.

Southwestern Retirement Planning Advisors, Inc.

3800 S. Alma School Road, Suite 123

Chandler, AZ 85248

(480) 812-8640