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.