Services and Products
Thomas A. Newman & Associates PA is a premium Financial Services and Employee Benefits Firm in Leesburg Florida. We offer our clients advice and products to help them work toward their financial goals whether in business or in their personal issues.
There are over 12,000 different mutual funds in the US Market today offering investments. We offer mutual funds from over 400 families. We offer Variable, Fixed and Indexed Annuities from several diffent highly rated carriers.
We offer employee benefits from the small employer, with only 4 employees, to a large employer with over 1000 employees. Depending on your situation we will offer bids from different carries with different plan designs to help the employer in making the best decision for his staff. The types of group coverage offered:
Group Major Medical
Group Dental / Vision
Group Life / AD&D
Group Short and Long Term Disability
Group Cancer Products
Limited Major Medical
401K's / SIMPLE IRA's
SEP Accounts
Profit Sharing
Defined Contributions / Benefit Plans
Life Insurance:
Level Term Insurance 10,15,20 or 30 year
Whole Life
Variable Life
Universal Life
Busniess Continuation
Disability Insurance:
Professional/Executive Individual
Business Overhead Protection
Group Short and Long Term Benefits
Health Insurance:
Individual
Group
Long Term Care and Medicare Supplements
Investments:
Annuities - Variable, Fixed and Indexed
Stocks - Bonds - Mutual Funds
Fee Based Accounts
Managed Accounts
401K's - SIMPLE Ira Plans
Individual IRA
Pension/Profit Sharing
Estate Planning
Financial Planning
We are an independent investment and insurance firm and represent several highly rated carriers in the industry. We will make sure you have the most suitable product available to you and your business for your current needs.
Please call today for a review.
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