Newman + Cohen Financial Management offers advanced financial strategies and related services to individuals and corporations nationwide. The company assists clients with investment strategies, estate planning, employee benefits and insurance coverage.

Personal Needs:

	Managed Accounts
	Life Insurance - Protection of assets, estate planning and long-term care.
	Disability Insurance - Lifestyle protection.
	Estate, Tax and Charitable Planning
	Retirement Planning
	Mutual Funds
	Variable Annuities
	Long-Term Care Insurance
	Education Funding

Business Needs:

	Business Continuation Planning
	Employee Benefit Planning - Group health, retirement plans such as 401(k)s and executive benefit plans.
	Executive Planning
	Tax-Qualified Retirement Planning

CPA Alliance Program

WOULDN'T YOU LIKE TO GENERATE MORE REVENUE FOR YOUR FIRM?
LET US SHOW YOU HOW.

Newman + Cohen provides:

+ A full array of financial services for you clients
+ Professional advice and expertise
+ Products, services and integrity

Richard K. Newman and Donald T. Cohen are former practicing CPA's who have successfully made the crossover to being full-service financial advisors. Their goal is to help you offer your clients a full array of financial products and services beyond the traditional accounting and auditing services you currently provide, allowing you to share in the additional revenues these products generate.

For further information on how we can help you increase profitability, client retention, loyalty and satisfaction, call Newman + Cohen Financial Management at 1-800-966-9306, ext 6 or email

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Helping CPA Firms Increase Profitability