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Services

How We Work

Some of the services we offer:

Financial Planning

In depth, comprehensive fee based Financial Planning services to help assist you in the areas of Retirement Planning and Estate Planning, to name a few.

Life Insurance

High quality, competitively priced Life Insurance products, including permanent, term, combination and variable policies.

Investment Products & Services

Our Investment Products and services will help you achieve your financial goals at every stage of your life.

Annuities

We offer high quality, innovative Annuity Products. Choose from deferred and immediate annuities at variable and fixed rates of return.

Long-Term Care Insurance

Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

knewman@newmanassociate.com   |  518-951-0185