Scott Newhouse (CFP®)

Scott Newhouse focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Hi there! I’m Scott, and I help people retire comfortably with all the money they need without having to sacrifice their current lifestyle.

HOW WE DIFFER FROM OTHER FEE-ONLY ADVISORS

Unlike most advisors, who charge a percentage of your portfolio with no limit on their earnings, my firm has a maximum fixed fee that we charge for clients with over $1M. Our maximum flat fee is likely to save you tons of money over time and can reduce conflicts of interest.

Also: most advisors are generalists serving a wide variety of clients. I am an expert in retirement planning. Entering, managing & navigating your retirement is complex, and I aim to be a specialist in your corner.

Additional Information

HERE ARE 5 WAYS I CAN HELP YOU:

1 – Schedule a free discovery call with me at StartMyRetirement.us.
2 – Grab a free copy of my books on Retirement Planning at FreeRetirementBooks.com.
3 – Check out my podcast, Retirement Clarity Radio (available on my website or any podcasting platform).
4   Watch my course on impending tax increases at RetireTaxBomb.com.
5   Download my retirement worksheets and checklists at RetirementWorksheets.com.

 

ABOUT SCOTT NEWHOUSE

When I am not serving my clients, I love playing pick-up basketball, watching the USC Trojans football team, reading about American history, and finding new hiking spots.

NAPFA Start Date

April 11, 2019

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This Office

79 E Daily Dr Ste 192 Camarillo, CA 93010-5807 Phone: (424) 258-4460

Other Offices

10869 N Scottsdale Rd Ste 103 Scottsdale, AZ 85254-5280 Phone: (424) 258-4460
2654 W Horizon Ridge Pkwy Ste B5 #1026 Henderson, NV 89052-2858 Phone: (424) 258-4460
1718 E Speedway Blvd # 4125 Tucson, AZ 85719 Phone: (424) 258-4460
275 E Hillcrest Dr Ste 160 #124 Thousand Oaks, CA 91360-7772 Phone: (424) 258-4460