Trusted insurance & financial planning services in PA & VA

Honest Financial Guidance for Your Future, and Your Legacy

You Don’t Need a Sales Pitch. You Need a Plan.

Most families handle their financial lives in scattered pieces. You have a pension you don’t fully understand, insurance policies that might be outdated, and a looming confusion about Medicare.

Newtown Enterprises brings the pieces together. We are Independent Financial Consultants and Insurance Brokers. That means we don’t work for a bank or a specific insurance carrier. We work for you. We help teachers, staff and public sector employees, and families cut through the “corporate fluff” to build a plan that actually works.

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You Don’t Need a Sales Pitch. You Need a Plan.

How We Help You

We focus on three core pillars to ensure you are protected at every stage of life.

1. Financial Planning & Pension Analysis

Don’t guess at your retirement. We specialize in helping educators and government employees understand their benefits.

  • Pension Analysis: We calculate your estimated payout to see if it covers your lifestyle.
  • 403(b) & 401(k): Guidance for all Philadelphia teachers and other district employees.
  • Estate Protection: We provide a Free Simple Will to ensure your family isn’t left with a legal mess.

2. Life Insurance Solutions

Protection you can use while you are alive. Stop renting your insurance and start building equity. We shop 30+ carriers to find the best rates.

  • IUL (Living Benefits): Access cash for critical illness,nursing care or any other need while you are still here.
  • Term Life: Affordable protection for young families.
  • Final Expense: Cover funeral costs quickly and easily.

3. Health Insurance & Medicare

Certified guidance for the “Alphabet Soup” of healthcare. Turning 65? Need private coverage? We act as your broker to find the plan that covers your doctors and prescriptions.

  • Medicare: Supplements, Advantage Plans, and Part D.
  • State & Federal Programs: Assistance with Medicaid, Dual Eligible (SNP), and Pennie (ACA).

Why Families Trust Newtown Enterprises

40 Years of Industry Experience

Doug Meyers is a Chartered Life Underwriter (CLU)—the “CPA of the insurance industry.” With four decades of experience, including leadership roles at John Hancock and Jefferson Pilot, Doug offers the high-level expertise of a corporate executive with the personal care of a local neighbor.

We Are Independent

Captive agents (like those at the big name-brand agencies) can only sell you their products. As an independent broker, we compare products from over 100 different sources to find the one that fits your needs, not our sales quota.

Local Expertise

We don’t just know the industry; we know the area. We understand the specific pension plans and school districts in Virginia and Pennsylvania like Bucks County, Montgomery County, Delaware County, and Philadelphia.

Why Families Trust Newtown Enterprises
What our Client Say

What Our Clients Say

“Doug helped me understand my teacher’s pension in a way no one else explained it. I finally know exactly when I can retire.”

— Megan P., Bucks County Educator

“I didn’t know life insurance could pay for nursing care until I met Doug. He set us up with a plan that protects us now, not just later.”

— Giovanni C., Small Business Owner

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You don't need to navigate any of this alone. Contact us today for a no-obligation review of your current plan.

Schedule an Appointment
Financial Consultant & Insurance Broker PA & VA

Start the Conversation

You don't need to navigate any of this alone. Contact us today for a no-obligation review of your current plan.

Schedule an Appointment