Cory Newman
About Cory Newman
I am a Financial Advisor with Northwestern Mutual. Our mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I use a four-step approach in working with my clients to understand complex financial issues and how they can affect life goals — whether a client is working to achieve current financial success or to protect and preserve assets over the long-term. For additional information, send me a LinkedIn message or visit my website. Want to chat? Feel free to email my assistant Andrea at andrea.n.loeffelman@nm.com and she will set up an in person or over the phone appointment that works with your schedule. Personal: -Retirement analysis -401k rollovers -Individual life, health, disability and long term care insurance -IRAs, Annuities -Advisory Investment Accounts Business: - Group Health Insurance - Funding buy/sell agreements - 401(k) Profit Sharing Plans - 403(b) Plans - Cash Balance Plans - Business succession planning