Paul Newton

Create Your Future Today.

Preserve What You Have Already Built.




It is never too late to plan for your future



But many people put it off because investment planning seems such a daunting task. There are too many choices and who can I trust to guide me? When wealth management is done right, it can be exciting and empowering. With the help of a skilled financial planner who is interested in your specific needs and knowledgeable about all of the choices, you direct your own destiny.



Paul Newton will help you safe keep not only your home and possessions but also the people in your life with whom you wish to share your future and your legacy.



I am a professional financial specialist who focuses on assisting people just like you in designing their preferred lifestyle, for now and for their retirement years. Take a look at the products and services our firm provides, including securities brokerage services, insurance, tax preparation and e-filing, and retirement account management, and call us for a free, no-obligation consultation today!

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

You Need a Will. What About a Trust?

This article provides an overview of basic trust terms and structures and common types of trusts.

Bridging the Gap Between Retirement and Medicare Eligibility

The health exchanges could be beneficial for early retirees who need coverage before they are eligible for Medicare.

Turbulent Times in Emerging Markets

Emerging market investments may have the potential for higher average returns over the long term, but there are risks.

Time for a Trust

Common types of trusts, the issues they might address, and the benefits they may provide.

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