I heard about Will through a mutual friend and had a lot of questions about my financial future. Previously, I was a teacher and had a retirement I was paying into but once I got out of education I had a lot of questions about where I should be investing my money and what I should do with IRA's that I had already paid into in previous years. I felt a lack of knowledge in this area before meeting Will but he really truly showed me how and what I should be doing in order to maximize my savings in the future. He made me feel good knowing that although my retirement wasn't huge (yet) that I am taking steps in the right direction to help build it while also getting out of some debt I have now. He was a very nice guy and explained everything in a way that was very easy for me to understand. I highly recommend Will if you are searching for someone to help you plan for you future, invest in stocks/IRA's, or are looking how to create a plan to get out of debt. Will is your guy!!! read more

My wife and I are very close to retirement. Having known Will Newman for many years, we acted on his offer to review our current investments, evaluate management fees that we were incurring, and to make recommendations that fit our situation. We were surprised to learn we were paying management fees much higher than we expected. At no cost to us Will developed an investment plan to meet our retirement goals, reduced our fees by over 100%, and provided a revenue budget that clearly identified what we could expect in our senior years. Will currently manages our funds and we could not be more satisfied. His customer service and communication is outstanding. Thanks Will! read more

We've used Newman Financial for our retirement and investment funds for many years. Will has always been very attentive to our needs and he throughly answers all our questions in an easy to understand way. He has always been very accessible and thorough. We love his approach to fees which differs from our last advisor who moved accounts around in order to make himself more money. Will has helped us with short term and long term goal setting in order to help us manage our retirement. Above all Will Newman has integrity and we would trust him with any of our accounts. Steve and Christine Sink San Tan Valley, AZ read more

I can't say enough about how happy we are after hiring Newman's Financial Planning for all of our financial needs. Will is extremely knowledgeable, attentive, and always available to provide guidance on any question you have. Everything is done with the highest level of integrity, and we have so much confidence in him. I highly recommend you reach out to Newman's Financial Planning today - you'll be missing out on a great opportunity to improve your financial future if you don't! read more

I highly recommend Will and Newman's Financial Planning! As a single mom and recent divorcee, Will was able to dissect my divorce decree and put me on the right track. He is very knowledgeable, easy to work with, replies in a timely manner, and genuinely cares for your financial well being when most financial planners I've encountered are out to take your money, Will is not like that! read more