Services

Newport Financial is not a sole source provider. We represent and are strategically aligned with the best financial and insurance institutions in the market. That means we have the power to provide you with a broad range of products and services that best fit your particular needs. We take pride in providing the personalized service you demand... because quite frankly... we work for you! At Newport Financial, we listen to you so we can understand your goals and your needs, and then together we can help you grow and protect the financial security of you and your business.

Employee Benefits Division

Employee Benefits Consulting
Medical / Health Insurance
HRA, H S A, FSA
Dental
Life
Long and Short Disability
Vision
Long Term Care
401-K
Voluntary Products

Business Planning/Executive Benefits Division

Buy/Sell Agreements
Key Person Insurance
Salary Continuation
Retirement Planning

PERSONAL DIVISION

Health, Life, Dental, Vision, Disability
SEP Plans
IRA's
Medicare Supplements
Long Term Care Insurance
College Expense Planning

FINANCIAL EDUCATION DIVISION

At Work Seminars
Public Seminars
Lunch and Learn
Quarterly Newsletter and Legislative Updates

ESTATE ANALYSIS

Gifting Strategies
Planning for Children with Special Needs
Tax Reduction Strategies
Funding for Charitable Giving

PROPERTY AND CASUALTY

Mortgage Protection
Liability
Home/Auto
Legal/ Wills, Trusts, Estate