Newport Financial Group Inc Logo
Request Additional Information
Personal Jet

Estate & Charitable Planning

Newport Financial Group, Inc evaluates your situation, goals, and objectives to design personalized plans to suit your goals. We function as a complement to your existing advisors, not as a replacement. NFG brings a specialized focus and synergy to the financial and estate preservation process.

NFG utilizes an open architecture platform allowing our firm to offer clients the resources and tools best suited to their particular needs. Our select group of tactical thinkers, tax strategists, and financial experts work together seamlessly to provide our clients with an unparalleled level of service. If you have been unable to eliminate a significant tax burden, Newport Financial Group offers novel, highly sophisticated solutions custom-designed for your situation, goals, and objectives which offer flexibility and stability.

Our process consists of extensive ongoing research using our resources to assess your needs and synthesize a powerful mix of ideas into a coordinated plan of action. We present only the ideas we believe will work for you, and we are also first to tell you if our services are not appropriate for your situation.

Once your plan is agreed upon, our team of experts precisely choreographs and executes it down to the last detail. Throughout this process we maintain complete focus and dedication to achieving your goals. Newport Financial Group works to empower your family's future.