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
- 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.
There are a number of challenges that retirees face, including:
-
The number of pensions going away
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The confusion of Medicare and Social Security
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The threat of rising tax rates
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The enourmous number of salesmen looking to sell a product instead of offering independent, objective financial advice
If you’ve had any of these concerns, you are in the right place.
My name is Scott Newhouse, I am a proud Certified Financial Planner™, the author of three books (and counting!), and have taught Tax and Estate Planning to college seniors majoring in Financial Planning at Cal State University Northridge. I am also the owner of Forthright Finances, a fee-only Financial Planning firm that always acts in its clients best interest.
And I help people navigate the murky waters of retirement so that they can live the rest of their life on their terms.
If you want to learn more about how I do that, go here: https://forthrightfinances.com/rcb/
NAPFA Start Date
April 11, 2019