Scott Newhouse
CFP®
Forthright Finances
Financial Planner
Scott Newhouse
CFP®
Forthright Finances
Financial Planner
As a fee-only financial planner, my focus is to help you retire comfortably with all the money you need without having to sacrifice your current lifestyle. - Scott Newhouse, CFP®
Fee-Only financial planner located in Scottsdale, AZ, serving clients locally and across the country
Scott Newhouse is a Scottsdale, AZ fee-only financial planner. Forthright Finances provides retirement planning to people over 50 who are in, or near, retirement. Our goal is to help you get organized, get clarity on your life and financial goals, and then make the right choices as you approach this new stage of life.
As a fee-only, fiduciary, and independent financial advisor, Scott Newhouse is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Scott Newhouse is a fee-only financial advisor at Forthright Finances, located in Scottsdale, AZ.
Hi there! I’m Scott, and I help people retire comfortably with all the money they need without having to sacrifice their current lifestyle.
There are a number of challenges that retirees face, including:
- The number of pensions going away
- The confusion of Medicare and Social Security
- The threat of rising tax rates
- The growing cost of long term care
- The enormous number of salesmen looking to sell a product instead of offering independent, objective financial advice
If you’ve had any of these concerns, you are in the right place.
5 WAYS I CAN HELP:
1 – Schedule a free discovery call with me at StartMyRetirement.us.
2 – Grab a free copy of my books on Retirement Planning at FreeRetirementBooks.com.
3 – Check out my podcast, Retirement Clarity Radio (available on my website or any podcasting platform).
4 – Watch my course on impending tax increases at RetireTaxBomb.com.
5 – Download my retirement worksheets and checklists at RetirementWorksheets.com.
HOW WE DIFFER FROM OTHER FEE-ONLY ADVISORS
Unlike most advisors, who charge a percentage of your portfolio with no cap, 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.
Unlike most advisors, who are generalists serving a wide variety of clients, we are true retirement planning experts. Entering, managing & navigating your retirement is complex, and we are a specialist in your corner!
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.
Scott Newhouse is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
DELIVERING FINANCIAL CLARITY
There’s a moment when everything finally fits into place. Your actions are aligned with your goals and you are free to fully enjoy that moment. Free from guilt. Free from confusion. And most certainly free from worry.
Forthright Finances builds confusion-free plans to help you succeed. It’s not about your money, it’s about the feeling that comes when you truly understand where it is and what it’s doing for you.
I serve retirees and newly single individuals, helping them have clarity and confidence in their finances.
Clarity is the key.
Simple steps forward will keep you on track, securing your financial future.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Scott Newhouse is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Scott Newhouse is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Scott Newhouse is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Scott Newhouse
Office Locations:
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275 E. Hillcrest Suite 160
# 124
Thousand Oaks, CA CA -
2654 W Horizon Ridge Pkwy
Suite B5 #1026
Henderson, NV 89052 -
10869 N Scottsdale Rd
#103 - 776
Scottsdale, AZ 85254
