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Brian Newmark
Havertown, PA
Brian Newmark is focused on helping Senior Citizens with their Financial and Estate Planning as it relates to the need for care. He is licensed to represent insurance and certain financial products. He is Board Certified in Estate Planning. He specializes in educating families about Veterans Benefits, Medicaid Planning, Annuities, Life Insurance and Long Term Care. He is also a member in good standing with the National Association of Estate and Financial Planners.
As Mr. Newmark’s clients have aged, their needs have changed, and so have his areas of expertise. He is able to educate people about the availability of government benefit programs to which they are entitled, but often know nothing about.
“One of the most rewarding things to tell people is that they will be receiving $1,500 per month from the government” he says. “I have had many people cry when I deliver the good news.” He often receives thank you notes from families who are grateful for his advice. Mr. Newmark believes in establishing a connection with his clients that naturally leads him to take a more personal involvement with them. Often times, he is on the list of people to call in the event of a death.
Despite working long hours helping his clients, Brian’s number one priority is with his family. He is married, and has a son and a daughter.
You can visit Brian Newmark at www.veteransfinancial.com or contact him at
brian@veteransfinancial.com.











