Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult-perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin. Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Professionals promise to offer you a new level of attention, insight, and guidance.
Services
Newport Financial provides a full array of comprehensive personal and business financial services. Feel free to contact us for a complimentary initial consultation or brief introductory conversation to determine how we might collaborate with you toward achieving your financial goals. We begin by getting a clear understanding of your overall financial goals and your goals for each investment account. We discuss your investment preferences and concerns, your attitudes toward risk and your time frame for the assets in each account.
As a Financial Services Executive, Beth's mission is to assist individuals, families and businesses in defining their financial goals and achieving financial freedom. She is licensed to provide financial solutions to her clients and prospects. Beth has become a lifelong resource to her clients through holistic planning, and she is dedicated to assisting them by being a financial coach through the various stages of their lives.
Newport Financial offers a full range of financial services with a prominent presence in both the insurance and investment arenas. Founded in 1971 on Aquidneck Island, Newport Financial has been committed to helping its clients meet their financial needs for over 45 years. The firm offers a full range of investment, insurance and estate planning services.
There may come a time in your life when your finances aren't so simple anymore and they may be too much to juggle on your own. When that time comes, ask us about our team-based planning approach and our secure aggregation website, Personal Financial View, powered by eMoney. Through a holistic planning approach we can help you coordinate a strategy to accomplish your financial objectives.
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