R. Shea Newton (CFP®, EA, RICP®)

R. Shea Newton focuses in the
following client markets or areas of practice:

Fixed Fee (Subscription, Retainer, etc.)

Hourly

Retirement Planning & Distribution Rules

Tax Planning

Women's Financial Planning Issues

Planning Specialties

• Financial Goals • Cash Flow & Debt Management • College Savings • Employee Benefits Optimization • Retirement Planning • Tax Planning Strategies

Additional Information

I help you get your financial life organized and on track so that you can do the things you love to do! I was a single mom for 20 years and learned alot through that journey that I want to share with you. By virtue of my own story and my 13+ years of experience helping people reach their financial goals, I am confident that I can help you with your own situation. I currently live in Pensacola, FL with my husband and 2 dogs-Rocky & Marley. My daughter is in medical school in southwest Virginia and I grew up in Alabama. When I’m not helping clients with their finances, you can find me travelling to new places, getting crafty or doing some type of home improvement.