Our firm provides financial help in the following areas:

Investments*

  • Mutual Funds
  • Variable Annuities
  • Variable Life Insurance
  • Managed Accounts
  • College Funding (529 Plans)
  • Retirement

403(b) Plans
  • 401(k) Plans
  • Individual Retirement Accounts –IRAs (Traditional, Roth, SEP, Simple)
  • Profit Sharing & Money Purchase Plans

Insurance

  • Fixed  Annuities
  • Capital / Income Analysis
  • Life – Term, Whole Life, Universal, and Second-to-Die
  • Disability
  • Long Term Care

Estate Planning

  • Estate Analysis and Review
  • Hypothetical Tax Computation
  • Charitable Giving Concepts

Business Insurance

  • Group Benefits (Major Medical, Life, Disability, Dental)
  • Key-Person and Buy-Sell Insurance
  • Non-Qualified Plans
  • Business Overhead Protection
  • Deferred Compensation and Salary Continuation Plans

*Securities and advisory services offered by and through advisory representatives of Lincoln Financial Securities Corporation, Member SIPC.  Lincoln Financial Securities Corporation and Newman Asset Management, LLC are not affiliated.
Branch office:  3200 Southwest Frwy.  Suite 1420  Houston , TX  77027      Tel: (713) 659-1212