Our Process
Small business owners and individuals are asking: "what are the benefits of retirement planning, and how do I start planning for retirement?" In addition, clients are living longer. As an advisor located near Columbia, MD, I strive to be at the center of an ecosystem where clients can save, invest, plan, and connect with strategies that will help with the reality of living longer in retirement. Whether you own a small business or work for a business, you need an advisor who works as a resource educating and mapping the issues of a longer retirement. I believe in addressing a wide range of lifelong issues that engage clients throughout their life stages. This means a discussion that will focus on the income to address specific needs in later life. My process model is to provide education, effectiveness, empathy, guidance, personalization, and trust.
Covid-19 has impacted how we are living. Many of us have experienced changes and disruptions to our daily lives. As a financial advisor I can help you navigate through the changes. I know that there are jobs that have been lost and businesses that may have had to close. Some of these changes will be permanent and some will mean changes to how things used to be. I welcome an opportunity to talk with you if you have been financially impacted due to Covid-19.
During these challenging times, is your financial advisor really working for you?
Get professional, objective guidance backed by 20 years of experience. Contact Adrienne Newberg today to schedule a consultation.
Services
Personalized, professional advice to help individuals and small business owners address their needs at every stage of life.
Financial Planning
Small Business Strategies
Retirement Planning
Estate Planning
