At Newman + Cohen we build a bridge between the accounting, legal and life insurance professions.  Our objective is to create a union of these professionals in order to unlock creative wealth transfer strategies that may not be uncovered by the same professionals when working independently of one another.

The Principals of Newman + Cohen Financial Management Inc., have a combined 60 years of experience in both the accounting and life insurance professions.  Their main objective is to create a process of combining traditional wealth transfer strategies with financial products for the benefit of their clients.  Furthermore, placing the CPA, the Attorney and the life insurance professional on the same team,  allows them to work toward a common goal for their client.