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Tax smart retirement planning, investment management, and financial planning.

Kyle Newell, a fee-only financial advisor in Winter Garden, FL, serving clients in the greater Orlando, FL, area in person and across the country virtually.

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You’re age 50+

You have over $1 Million in retirement savings.

But you have questions…

“How do I safely create
tax-efficient income?”

“How can I reduce
my taxes in retirement?”

“Are my investments
suitable for retirement?”

Time is short. Information is everywhere.
You want to make the right decisions.

Here are a few ways we help:

WEIGHING YOUR OPTIONS

There are endless choices when it comes to retirement strategy and investment decisions. 

Which are the right options for you?
What are the pros/cons? 

RUNNING THE NUMBERS

What are the tax implications? What about healthcare costs and inflation?

I run the numbers to help you understand potential  outcomes.

KEEPING AN EYE ON THINGS

What’s the market doing? The economy?  Should you adjust anything?

Life is changing constantly. I “man the store” so you can live your life.

Hi, I’m Kyle Newell.

I’m a fee-only financial advisor in Winter Garden, FL, helping clients in the greater Orlando, FL, area face to face and all over the country virtually.

I’ve been helping clients with their money for over 10 years. I like to keep things simple, focus on what we can control and continuously strive to deliver better-than-expected outcomes. I seek first to understand, then with my client to craft plans, implement them, and review them regularly.

Financial advisor Orlando, FL

Why work with me?

FIDUCIARY STANDARD

Your interests are above mine – always. It is not just something I say. I am legally obligated to act as a fiduciary.

INDEPENDENCE

I am only paid by my clients. So, I am free to look at the entire universe of financial strategies. 

EXPERTISE

I’ve served clients for 10+ years, have a Masters Degree in Financial Planning,  and am a CFP® pro.

Taxes in Retirement Video

Free video outlining taxes in retirement and potential strategies to minimize taxes

WATCH NOW

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