Conrad Newman
Collaborating to Build Tax-Optimized Plans for Successful Professionals at Barnes Young Wealth Advisors
Based in Louisville, United States
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Seniority
Other
Department
Other
Location
Louisville
Industry
Financial Services
Company size
5
Contact information
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c•••••••@barnesyoung.nm.com
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Background
About Conrad Newman
Our firm specializes in working with successful professionals, corporate executives and business owners looking to achieve their unique goals while still being able to live the life they want to live today- With a focus on tax efficiency we help implement strategies to reduce tax today and as we save & grow your wealth. The financial plans we build put our clients in the best position to attain the life they want to live. We have a strong understanding of company provided equity compensation (RSUs, stock options, etc) as well as utilizing ESPP & Mega Backdoor Roth within a financial plan. We can help diversify concentrated company stock positions in a tax efficient manner We can help you build a comprehensive financial plan that makes sure ALL the different pieces of your financial picture are working together as efficiently as possible toward your unique goals- Helping You Create a Financial Plan That Grows with You Remote access, combined with the expertise of our highly credentialed team, provides you world-class financial planning while saving you time in your busy day. Please visit our website to learn more: barnesyoung.nm.com If you’re interested in a quick chat to learn more, feel free to call/text/email me at the info below: 270-543-8542 : 502-329-2120 : Conrad.Newman@nm.com
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