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 https://forthrightfinances.com/resources/.
3 – Check out my podcast, Retirement Clarity Radio (available on my website or any podcasting platform).
4   Watch my free video course, How To Retire: https://forthrightfinances.com/howtoretire/.
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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2654 W Horizon Ridge Pkwy Ste B5 #1026 Henderson, NV 89052-2858 Phone: (424) 258-4460

Other Offices

275 E Hillcrest Dr Ste 160 #124 Thousand Oaks, CA 91360-7772 Phone: (424) 258-4460
79 E Daily Dr Ste 192 Camarillo, CA 93010-5807 Phone: (424) 258-4460
10869 N Scottsdale Rd Ste 103 Scottsdale, AZ 85254-5280 Phone: (424) 258-4460
1718 E Speedway Blvd # 4125 Tucson, AZ 85719 Phone: (424) 258-4460