Services and Products

At Thomas A. Newman & Associates, PA, we offer professional advice on products, and help our clients work towards their financial goals. We will make sure you have the most suitable product available to you and your business for your current needs. 

 

Group Benefits:

  • Dental
  • Vision
  • Life
  • AD&D
  • Short Term Disability
  • Long Term Disability
  • Cancer Products
  • 401k’s/Profit Sharing
  • SIMPLE IRA Plans 
  • SEP Accounts
  • Defined Contributions/Benefit Plans

 

Life Insurance:

  • Level Term Insurance: 10, 15, 20, 30 years
  • Whole Life
  • Variable Life
  • Universal Life 

 

Individual Disability Insurance:

  • Professional/Executive Individual
  • Business Overhead Protection

 

Medicare Supplements, Medicare Advantage Plans, and Long Term Care

 

Investments:

  • Annuities: Variable/ Fixed/ Indexed
  • Stocks
  • Bonds
  • Mutual Funds
  • Managed Accounts
  • 401k’s rollover
  • Individual IRA’s
  • 529 Plans