Newport Financial Concepts

Newport Financial Concepts (NFC), led by Mark Newport, a Certified Financial Planner (CFP®), offers wealth management solutions to help clients achieve their financial goals. NFC aims to provide clients with a clear understanding of their financial goals, a well-defined roadmap for achieving them, and ongoing advice to adjust their roadmap as their needs change. Their services cover all areas of financial management, including investment and retirement planning, risk management, and estate conservation.

NFC specializes in developing comprehensive and cohesive financial strategies tailored to each client's unique needs, enabling them to meet both short- and long-term objectives. The firm also provides educational articles and calculators on their website to help clients evaluate their current financial position and progress toward their goals. They offer services directly or through associated companies including Retirement Planning, Tax Advantaged and Tax Deferred Investments, Traditional and Roth IRAs, College Education Funding, Mutual Funds, Annuities, REITs, Stocks and Bonds, Estate Planning, Tax Planning, and Life Insurance, among others.

Securities and investment advisory services are offered through Osaic Wealth, Inc., a Registered Broker Dealer and a registered investment advisor. NFC is not affiliated with Osaic Wealth, Inc. NFC serves clients residing in Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Maryland, Minnesota, North Dakota, Nebraska, Nevada, New York, Ohio, Oregon, South Dakota, Texas, Utah, Virginia, Washington, and West Virginia.