Debra Newel

Background

About Debra Newel

WHAT I DO I help you create and implement a comprehensive financial plan that is tailored to you and your circumstances. My passion is helping people navigate their financial lives and providing thoughtful advice as they work toward realizing their goals and dreams. Due to my prior experience in the legal profession, I have a knack for breaking down complex concepts into simple terms and explaining them in an understandable way so that you can make informed financial choices with confidence and clarity. WHO I WORK WITH You are a key corporate executive, closely-held business owner, or wealthy individual. You have investable assets of $2-20 million and your financial life is complex. That complexity may come from multiple factors, such as your investment strategy, your equity compensation, your taxes, or other financial considerations, and you do not have the expertise, interest, or time to manage it. You have a nagging feeling that your financial plan can be stronger, but you aren't sure what to do. You want a partner to provide and coordinate expert guidance on specific actions you can take to strengthen your financial plan. HOW TO CONTACT ME Call me at 612.455.6910 or email me at deb@whiteoakswealth.com. Wealth Management Fee-Only Financial Planning Fiduciary Financial Management Retirement Planning 401(k) Management IRA Management Roth IRA Conversions Tax Planning Tax Optimization Investment Management Alternative Investments Passive Investing Socially Responsible Investing ESG Investing Investment Strategy Family Office Services Employer Benefits Management Trust Services Trust Planning Deferred Compensation College Planning 529 Planning Equity Inheritance Wealth Transfer Sudden Wealth Stock Option Strategy Estate Planning Special Needs Trust Insurance Analysis Offshore Investing