Newman Financial Services Scheduling

Discovery
Complimentary Financial Discovery & Planning Meeting We’d love to invite you to a no-obligation, complimentary Discovery Meeting. This is a relaxed, one-on-one conversation designed to help us get to know each other and see if we’re a good fit to work together. During this meeting, we will: Introduce ourselves personally and professionally — sharing our backgrounds, experience, and what drives us in helping clients. Provide valuable financial education and insights tailored to your s

Rediscovery Meeting
We’d like to invite you to a complimentary, Client Rediscovery Meeting. This is a valuable opportunity for us to reconnect, catch up on where you are today, and ensure our relationship and services continue to align with your evolving goals and needs. During this relaxed meeting, we will: Reintroduce share any updates from about firm. Provide fresh financial education and insights relevant to your current situation. Take time to get to know you again — understanding what’s changed

15 Minute phone call
A focused, 15-minute conversation to address key questions, provide guidance, and identify the best next steps based on your needs.

30 Minute Phone Call
A half-hour call to dive a bit deeper into your questions and goals. We’ll talk through what’s most important to you and identify how to move forward.

Chesapeake Public Schools Retirement Discovery Meeting
Join us for an informational retirement discovery session designed specifically for Chesapeake Public Schools staff. During this meeting, we’ll walk through a standard discovery process to better understand your current financial picture, retirement goals, and available options. We’ll also review opportunities for payroll deduction programs and explore retirement planning strategies that align with your individual needs. Whether you’re just getting started or looking to refine your plan

CPS Rediscovery Meeting
Join us for an informational retirement discovery session designed specifically for Chesapeake Public Schools staff. During this meeting, we’ll walk through a standard re-discovery process to better understand your current financial picture, retirement goals, and available options. We’ll also review opportunities for payroll deduction programs and explore retirement planning strategies that align with your individual needs and refine your current strategy.

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Newman Financial Services is not a subsidiary of nor controlled by Cetera Investment Services LLC

15 Minute phone call A focused, 15-minute conversation to address key questions, provide guidance, and identify the best next steps based on your needs.

30 Minute Phone Call A half-hour call to dive a bit deeper into your questions and goals. We’ll talk through what’s most important to you and identify how to move forward.

15 Minute phone call
A focused, 15-minute conversation to address key questions, provide guidance, and identify the best next steps based on your needs.

30 Minute Phone Call
A half-hour call to dive a bit deeper into your questions and goals. We’ll talk through what’s most important to you and identify how to move forward.