Welcome to the scheduling page for Newman/Block.
Please select which type of Event you want to schedule.
Annual Review Meeting
For Clients who would like to schedule a review of their plans.
Annual Review Meeting
For Clients who would like to schedule a review of their plans.
Advice Pay Planning
This type of meeting is designed to build on the foundation of a financial plan. This AdvicePay meeting will be in-depth and cover many important topics.
Complimentary Discovery Meeting
🎯 Let's Get to Know Each Other! Thank you for taking the first step toward a more confident financial future. This no-obligation, no-cost 60-min meeting is designed specifically for prospective clients who haven't worked with us yet. **What We'll Cover** - **Personal Introductions** -**Our Proven Process** -**Valuable Education** -**Your Story** By the end, we will schedule a Recommendation Meeting to present a customized plan based on what we learned.
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Newman Financial Services is not a subsidiary of nor controlled by Cetera Investment Services LLC
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Newman Financial Services is not a subsidiary of nor controlled by Cetera Investment Services LLC