Mark Newman

My name is Mark Newman. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely.

Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.

I find inspiration in a favorite quote from Woody Hayes, the legendary coach of Ohio State: “Even the best team, without a sound plan, can’t score.” In these interesting times we live in, every retiree needs a rock-solid plan that takes into account both market volatility and risk. As an industry leader in the fields of long-term care, life insurance, and annuities, my top priority is helping you comprehend annuities and the pivotal role they can play in your retirement strategy. I take immense pride in informing my clients, not only about potential problems but, more importantly, providing solutions that allow them to enjoy retirement with unparalleled peace of mind.

I have over 30 years of experience in helping retirees achieve peace of mind with financial strategies tailored to their retirement needs and expectations. I received a BA in Human Relations with a psychology focus from Judson University in 1982, and began my career with PennCorp Financial before founding Newman Financial Group in 1991. Throughout my career, my focus has been on my clients’ peace of mind during retirement. I believe that stability,  through guaranteed income and growth, can deliver that peace of mind.

In my personal life, I have been happily married to my wife Julie for 34 years. We have been blessed with three children, Aimee, Sam, and Carly. We reside in Mason Ohio near Cincinnati. In my spare time, I’ve been involved with coaching youth sports, civic organizations, numerous boards, volunteering in my church, and Catholic Radio.  I’m also an avid collector of sports cards, primarily vintage baseball cards.

I reside in Ohio, and even though my office is physically located near Cincinnati. I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,
Mark Newman