Newman & Cohen

Welcome

At Newman + Cohen our process builds a bridge between professions, with a goal of unlocking creative strategies that are rarely recommended by existing professionals individually. Furthermore our objective is to create a unique process of combining wealth transfer strategies with financial products that create exponentially better results than either strategy could provide independently.

With over 60 years combined professional experience, Richard Newman and Donald Cohen work with CPAs and Attorneys to create financial plans for YOU; their existing clientele. Your CPA and/or Attorney are the integral piece to this puzzle. Along side Richard Newman, your CPA and Attorney, will put together strategies that enhance every aspect of your financial situation. As your most trusted advisors, your CPA and Attorney can give Richard the insight he needs to recommend the most effective and financially rewarding path for you and your loved ones to embark on.

For a complimentary consultation - Call Toll Free 1-800-966-9306

If you have questions or need more information, please feel free to call us. We'll be happy to assist you in developing a strategy, so you can look forward to the financial future you aim for and deserve.

During these difficult economic times our focus has been on MYLIFEAUDIT.COM which is the website that goes over our process of auditing in-force life insurance policies and annuity contracts. The financial market collapse has caused substantial risks to in-force policies including lapses, possibility of lapses, substantial reduction in cash value, and sky-rocketing premiums on non-guaranteed product. Our MYLIFEAUDIT process is compliant with the Uniform Prudent Investor Act and many estate planning attorneys and CPA’s are utilizing our process to help their clients and get them into the office as they are currently reluctant due to the financial environment we are in.

Clik Here to go to MYLIFEAUDIT.com