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I'm Brandi Jo Newman. I help high-income earners turn savings into guaranteed income and tax-free retirement strategies... so you don't spend your 60s guessing what Congress will do next.

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<h2 style="white-space:pre-line">WHO I AM</h2>
<p>Straight Talk. Real Strategy. No Wall Street Drama.</p>
<p>Former pro golfer. Wealth strategist. Truth teller.</p>
<p>If you’re 55+, sitting on serious retirement savings, and tired of conflicting advice, I help you build a retirement plan that:</p>
<ul>
<li> Pays you for life</li>
<li>Lowers lifetime taxes</li>
<li>Protects your dignity, independence, and options</li>
</ul>
<p>No hype. No guessing. Just clarity and control.</p>
<p> </p>

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<h2>HOW I HELP</h2>
<p class="large">Here’s What We Do Together</p>
<ul>
<li class="large">Tax-Free Retirement Plans — Roth strategy + smart design</li>
<li class="large">Guaranteed Income — lifetime checks you can’t outlive</li>
<li class="large">IRMAA + Tax Guardrails — avoid hidden retirement penalties</li>
</ul>
<p class="large">If you want calm instead of chaos, we’ll get you there.</p>
<p> </p>

Real conversations about money, retirement, and building a life that actually feels good.


Latest Episode — The Brandi Jo Show

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Money Should Support Your Life — Not Control It Golf. Travel. Freedom. Not someday. Not “if the market behaves.” A retirement you can actually live in.

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 Confidential. No pressure. Just truth and strategy.

Start With Clarity Find out how much tax-free income you can create… and whether your current plan is actually built for the real world.

Brandi Jo Newman

Brandi Jo Newman
I am Brandi Jo Newman—an entrepreneur, financial expert, and mentor with a mission to empower my clients to create lasting, multi-generational wealth. With over 28 years of experience in financial services, I specialize in advanced financial planning, private investments, and leveraging life insurance to help my clients build a life free from financial worry and compromise.

My purpose is to provide insight and knowledge to those seeking to take control of their financial future—offering strategies and opportunities that go beyond traditional Wall Street approaches.

What I Offer
I deliver personalized financial solutions designed to maximize wealth and maintain financial freedom. My core services include:

Advanced Financial Planning – Using AI-driven analysis and Monte Carlo theory to provide accurate, forward-looking projections.
Life Insurance Strategies – Specializing in dividend-paying cash value policies built for liquidity, leverage, and long-term growth.
Private Investment Access – Offering off-market and private investment opportunities that aren’t tied to traditional savings vehicles.
FIRE Method & Business Consulting – Implementing the Financial Independence, Retire Early approach, and guiding clients through business consulting and mentorship.
My strategies are designed to create a lifestyle free from worry, providing my clients with the tools to protect and grow their wealth while ensuring financial independence for themselves and future generations.

Who I Work With
I work with discerning individuals and families who are looking for more than conventional financial advice. My clients include:

Family Offices
Professional Athletes
High-Net-Worth Individuals
I specialize in delivering alternative investment strategies and financial solutions that break free from Wall Street’s limitations—offering exclusive opportunities that align with my clients' unique goals.

What Makes Me Different
With 28 years of experience and a proven track record across industries, I bring a unique perspective and expertise that few can match. What sets me apart:

Liquidity from Leveraged Sources – I help clients unlock capital by utilizing strategic leverage for greater financial flexibility.
Long-Term Wealth Strategies – My approach focuses on building sustainable, multi-generational wealth through innovative, private investments.
Real-World Experience – My background includes two successful business exits and a lifetime of off-market investing.
I combine a professional yet approachable style with an innovative but conservative outlook—rooted in my belief that capitalism and leverage are the keys to enduring financial success.

My Legacy of Success
I’ve spent nearly three decades building a legacy of financial success, including:

28 Years in Financial Services – Working with Wall Street firms and leading national brokerages.
Two Successful Business Exits – Including:
A multi-million-dollar agricultural partnership.
A SaaS platform connecting conservative media with direct-to-consumer marketing.
Current Expansion – I am expanding my work to Florida, Arizona, and California while offering clients exclusive opportunities to participate in a Caribbean development through direct lending and limited partnerships.
My Vision for the Future
I am committed to helping my clients achieve true financial independence by delivering trusted, personal finance strategies that prioritize liquidity, leverage, and legacy. My focus is on scaling my reach while continuing to provide the personalized attention that my clients value.

Through 1:1 private consultations, webinars, and in-person events, I ensure that each client receives the insight and tools they need to make informed financial decisions and build a future that reflects their values and ambitions.

If you're ready to take control of your financial future and explore opportunities beyond Wall Street, I’m here to guide you every step of the way.