The face behind NGI

Sam Newland is a CERTIFIED FINANCIAL PLANNER with over 8 years of experience working in the insurance industry. Sam personally witnessed the effect a bad medical diagnosis such as cancer can have on a family’s finances and the added stress and uncertainty it brings. As a result, he’s always been interested in helping others, advising them on prudent financial planning and life and disability insurances.


Sam believes that the keys to help clients make the right decisions are offering them tailored experiences and having effective life-changing conversations. After helping thousands of clients, Sam is currently dedicated to share his experience and knowledge with other CFP’s, helping them to advise their own clients with their insurance needs.

The face behind NGI

Sam Newland is a CERTIFIED FINANCIAL PLANNER with over 8 years of experience working in the insurance industry. Sam personally witnessed the effect a bad medical diagnosis such as cancer can have on a family’s finances and the added stress and uncertainty it brings. As a result, he’s always been interested in helping others, advising them on prudent financial planning and life and disability insurances.


Sam believes that the keys to help clients make the right decisions are offering them tailored experiences and having effective life-changing conversations. After helping thousands of clients, Sam is currently dedicated to share his experience and knowledge with other CFP’s, helping them to advise their own clients with their insurance needs.

They are already having effective
conversations with their clients…

As a fee only financial planner, working with Sam is excellent. He understands the fiduciary obligation I have to my clients and is there to assist them in getting the right insurance coverage when there’s a need. He’s a trusted and knowledgeable resource!

T.J. Van Gerven

CFP® Founder at Modern

Wealth Builders, LLC

Let us to help you

They are already having effective
conversations with their clients…

As a fee only financial planner, working with Sam is excellent. He understands the fiduciary obligation I have to my clients and is there to assist them in getting the right insurance coverage when there’s a need. He’s a trusted and knowledgeable resource!

T.J. Van Gerven

CFP® Founder at Modern

Wealth Builders, LLC

Let us to help you

Let´s talk!
Book a free call

Let´s talk!
Book a free call

We prefer them because
we trust them

We prefer them because
we trust them