We are NewCorp Wealth Management, a financial services firm located in the Buckhead community of Atlanta, GA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Maintaining a healthy lifestyle can help you reduce health-related expenses-and avoid time in the recovery room. The right executor may help ensure the distribution of your assets is done with as little upheaval as possible. There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Maintaining a healthy lifestyle can help you reduce health-related expenses-and avoid time in the recovery room. The right executor may help ensure the distribution of your assets is done with as little upheaval as possible. There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Services
NewCorp Wealth Management was established in 2002 by two brothers, John and Lance Newsome. We are independent advisors committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We are not bound to any product provider: therefore we can choose from a variety of investments to help work towards your goals.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Regular meetings to review and evaluate investment performance, update your financial goals and objectives, and reallocate your portfolio as necessary. Recommendations regarding your employer provided retirement plans such as 401(k)s, 457s, pension plans, and SIMPLE / SEP IRA accounts. Periodic newsletters providing insight to areas of the markets that are of key interest to our clients.
NewCorp Wealth Management works with individuals, families, and business owners to help pursue their financial goals. We believe in planning, saving, controlling debt, establishing emergency funds, asset allocation, and matching investments with time frames and specific goals. We serve like minded people who want to achieve long term financial independence and build wealth.
We have been working to help individuals and businesses pursue their financial goals since 1994. During those years we have experienced both favorable and declining market environments. Through it all we have helped our clients manage their assets, assess their risks, and plan their financial futures.
Reviews
Be the first to review Newcorp Wealth Strategies.
Write a Review
