Your Beginning To Financial Freedom

NEWKIRK & COMPANY

Newkirk & Company Financial Services, Inc. is a collection of experienced professionals with the expertise to deliver the investment and financial advice you need, with the careful attention you deserve.

We have helped hundreds of clients identify their objectives and secure their financial futures. We offer effective, customized solutions specific to the financial needs and goals of you and your family.

To schedule an appointment for a free, no-obligation financial analysis, call us today or complete the form on our website; a representative will contact you as quickly as possible. We look forward to working with you in the future.





Deltona, Florida Retirement Planning
Retirement Planning

When it comes to financial planning and money management, most Americans tend to postpone two things; opening a savings account and planning for retirement. Many people don’t have a clear idea of how much money they actually have, so it’s hard to know how much they might be able to count on when they no longer work. Now because we’re living longer, healthier lives, we can expect to spend more time in retirement than our parents and grandparents did. Achieving the dream of a secure, comfortable retirement is much easier when you plan your finances.

Lake Helen, Florida Annuities
Annuities

If you are looking forward to a comfortable and relaxed life during retirement, then annuities are a beneficial choice. Annuities can provide a nice income, or supplemental income, especially for those who think social security may not be enough for retirement, and your money grows tax free. Annuities are not “one size fits all” products, however; whether you are just starting to plan for retirement, are fast approaching retirement, or have already retired, an annuity may be right for you.

Orange City, Florida Life Insurance
Life Insurance

If you have ever thought that life insurance is not that important on your to-do list, think again. Obtaining a good life insurance policy can remove your fears that your family won’t be set for life should you have an untimely death. With life insurance, your loved one/s will be taken care of, especially if you are the main money earner in the family. There are two basic types of life insurance, Term Life Insurance and Whole Life Insurance.

Orange City, Florida Tax Reduction
Tax Reduction

Working with a tax strategist can help you decide which investments can give you and your family the best return. Talking to a professional consultant at Newkirk & Company Financial Services could be one of the best things you can do, especially if you are not aware of various alternatives to work around the tax system on your own.

Orange City, Florida Tax Reduction
Affordable Tax Preparation

Working with a tax strategist can help you decide which investments can give you and your family the best return. Talking to a professional consultant at Newkirk & Company Financial Services could be one of the best things you can do, especially if you are not aware of various alternatives to work around the tax system on your own.