happy family of 3 generations

Plan Wisely

A strong planning process is the best way to create a strong, flexible financial plan.


There are many financial products in the market, and so choosing the ones that best addresses an individual client’s needs can be complicated. That’s where Newberg Financial can help. 


Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select only those that address your unique situation.

A customized portfolio takes into consideration a variety of events: retirement planning or mortgaging a first home; financing a child’s post-secondary education or ensuring a family is financially protected. Business owners might want to consider products and services that reward hard-working employees, no matter the company’s size and focus.


Personalized, objective advice to help you address your needs at every stage of life.


couple looking at finances

Financial Planning

two female business owners working in a shop

Small Business Strategies

Retirement Planning

mature couple sitting on a sailboat

Estate Planning