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.