Equal care, unequalled retirement confidence
Since 1999, Paul Newman, CLU®, ChFC®, and assistant Donna have guided families toward confident retirements with a simple idea: every dollar deserves a purpose.
Our ThreeBucket Blueprint separates today’s income, tomorrow’s growth, and lifelong confidence, giving you instant clarity and lifelong calm.
Meet the team
Paul Newman, CLU® ChFC®
With over 30 years of experience in investments, insurance, and wealth management, Paul delivers honest and objective strategies using planning techniques designed to impact your financial future positively.
Our primary goal is to help businesses and individuals meet the demands of complex money decisions.
We believe people are vulnerable to a variety of wealth-eroding factors, including inflation, lack of proper legal protection, inadequate tax minimization planning, improper asset allocation, insufficient insurance protection, and unnecessary complexity.
We can’t guarantee future results, but we can guarantee your satisfaction with improved organization in your planning that helps you conserve, grow, and enjoy your assets and wealth-creating opportunities for your future.
Let our planning services help you maximize your future lifestyle.
Donna Ellenburg
Donna is an administrative professional with over 20 years of experience helping empower financial advisors to build dedicated customer relationships. She’s driven to make a valuable impact that exceeds client service expectations by using initiative and critical thinking, while maintaining professional acumen and confidentiality.
Our Mission
To deliver Wall Street grade planning with Main Street warmth, treating every client equally—whether they have $50 thousand or $10 million.
What Sets Us Apart
Simplicity Promise
We only recommend strategies you can explain back in plain English.
Equal-Care Ethic
The same rigorous process and whiteglove service for every balance sheet.
Information First Approach
We provide the information before we advise, so you can choose with confidence.
Helping you turn what if into what’s next
Book a no-cost 30-minute call and walk away with clarity and concrete steps needed to help transform financial uncertainty into a purpose-driven plan and a confident retirement future.
By the end of our planning strategy, you'll have:
