You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security you need to be prepared and protected for what life brings.

With my Roadmap For Life Process throughout your lifetime, I will help you understand what you need to prepare for and protect. You can feel confident that we are working to make your financial future more secure.

My Mission

James Newlon's mission as a financial advisor is to help you align your current financial picture with your future financial goals by performing a comprehensive financial analysis. James will help you understand the complexity of issues faced by successful individuals like you and the importance of having a sound financial plan in place.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from James Newlon.