The people who work at Newton Financial Solutions have the knowledge and experience to help you pursue your financial goals. We also have access to a very wide universe of tools and investments that enables us to find the right combination for each unique portfolio we build. Plus, we work with you as a team.
Our staff is ready to address your concerns, answer your questions, and help you navigate the road ahead! We also offer tax and accounting services to help meet all your financial needs under one roof! Tim brings 20 years of experience and education to the process of creating and fulfilling life-plans for his clients.
Our staff is ready to address your concerns, answer your questions, and help you navigate the road ahead! We also offer tax and accounting services to help meet all your financial needs under one roof! Tim brings 20 years of experience and education to the process of creating and fulfilling life-plans for his clients.
Services
Just in time for the upcoming holiday season, several Newton Financial Solutions clients attended a patio planter workshop at the Green Barn Garden Center. Peter Newton, Anna Newton, Amanda Newton along with their twins Jemma and Haley Newton joined Mary Beth Newton and her mom Margaret Stuart as they celebrated National Night Out at Walker Methodist Levande in Cambridge.
No matter your level of wealth, working with us can help you pursue your goals. Together, you'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature.
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of his or her goals and risk tolerance. In today's world, there are common needs and desires people seek to satisfy.
Many people choose to hold insurance to protect their ability to earn and accumulate wealth, as well as maintain an emergency fund to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
Many people choose to hold insurance to protect their ability to earn and accumulate wealth, as well as maintain an emergency fund to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health. Some examples of risk are personal and professional liability, business ownership, property loss, and catastrophic illness or disability. Your first line of defense is to identify your sources of risk and then to either avoid or minimize the major exposures.
At Newton Financial Solutions, we offer a variety of tax planning. Our team of experts can assist with individual tax returns as well as business tax planning and payroll for your small business. Whether it's quarterly tax planning reviews or a once-a-year tax filing, the taxation team is here to help you navigate the ever-changing rules and regulations of taxation.
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