Nelson E. Newton, Cka®, Cfp® Email & Phone Number

I mostly work with families in their 50's and 60's who are in that fragile decade before retirement in which a financial shock would delay or prevent them from achieving their goals, hopes and aspirations.Using my distinct process, I will show you, in simple terms, the strengths and weaknesses of your current financial plan. I then partner with you to tailor a prudent financial strategy focused on minimizing risk and providing retirement income.Nelson Newton is an investment advisor representative of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Retirement Shepard Financial is not affiliated with USA Financial Securities Corp.Nelson Newton is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: FL; IL; MO; NJ; TN. For investment advisory services these states include: IL; MO;NJ;FL:TN. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

Specializing in advising couples age 55-65, not yet retired and with a portfolio of $500,000 or more to transition from a portfolio focused on growth to a retirement income strategy that will provide dependable, sustainable income in retirement.

New York, New York, Us

Primary responsibility as a member of a three person investment team was to provide financial planning support that includes client discovery, asset accumulation, retirement income, insurance needs and asset allocation analysis. Work with team members to create financial solutions to meet client needs identified during the planning process. Service existing clients and expand those relationships through regular communication and delivery of needs based financial solutions.

Cincinnati, Ohio, Us

Working directly with Fifth Third investment representatives and personal bankers to offer life insurance, disability insurance and long term care insurance to existing bank customers. I covered approximately 150 banking centers in Northern Illinois and Northwest Indiana. My primary responsibility was meeting with individuals to determine if there was a need for insurance and then recommend solutions. In addition, I was responsible for driving results by initiating marketing campaigns, training, coaching, tracking results, executing business plans, monitoring case underwriting and overseeing all the insurance activities within the banking centers.

Lincoln, Ne, Us

Partner directly with Allstate Property and Casualty agents to proactively create sales opportunities with their existing customers. Sold a complete suite of financial products to include mutual funds, annuities, life insurance and long term care insurance. Responsible for identifying target markets within an existing client base and creating business plans designed to cross sell financial products. Met with prospects to provide a financial need analysis and recommend solutions designed to protect families and secure their future.

Boston, Ma, Us

Spearheaded efforts to increase the number of bank trustee relationships and investment management accounts within Fidelity’s North Central Region which included eleven investor centers and 98 employees across a five state territory. Increased new business closure through prospect meetings, completion of client interviews and overseeing the implementation of all related documents. Trained and motivated investor center Financial Consultant’s to identify trustee and investment management prospects. On track in 2002 to reach a $739 million dollar sales goal despite market conditions. $600 million in new business in 2001. Secured over $71 million of new trust assets for the year 2000 compared to $9 million in 1999.

Arlington, Virginia, Us