Neuwirth Associates can help individuals and advisors with other financial planning problems where an actuarial perspective is particularly helpful. Whether you’re navigating risk management, planning long-term financial stability, or analyzing complex financial products, our seasoned actuarial consultants can provide the clarity and expertise you need.

We rely on decades of expertise to evaluate financial outcomes and help ensure retirement, pension and life insurance plans are sustainable over time.

Our team offers critical insights that balance time, risk and money to support sound decision-making and better financial outcomes.

Contact us today

Learn how we can help you deliver exceptional results for your clients.

BOOK A FREE CONSULTATION

What We Offer

Combining proprietary strategies and mathematical modeling with real-world insights, we:

  • Analyze and manage financial risks, and project future liabilities
  • Evaluate financial products to ensure your financial strategies are cost-effective, sustainable, and aligned with your goals
  • Deliver objective, evidence-based recommendations that empower you to make informed decisions

How We Support You

From retirement benefits to pensions and life insurance, our actuarial approach to complex financial situations helps ensure your long-term plans are sustainable, by:

  • Evaluating personal financial risks and providing essential takeaways
  • Developing strategies to safeguard your future

Our Areas of Expertise

  • Life Insurance Policy Evaluation
  • Retirement Benefits Analysis Planning
  • Analysis of Qualified and Nonqualified Pension Plan provisions
  • Executive Benefits Programs
  • Corporate-Owned Life Insurance
  • Planned Gifts & Bequests
  • Complex Financial Products Valuation
  • Investment Strategies and Risk
  • Expert Witness Testimony

Why Partner with Neuwirth Associates?

  • Unbiased, Data-Driven Analysis: Our objective actuarial insights provide clarity, and stand up to scrutiny in financial decision-making, regulatory reviews, and risk assessments.
  • Simplified Complexity: We translate intricate financial models and actuarial calculations into clear, actionable insights, helping you make informed strategic decisions.
  • Precision That Drives Results: Our precise risk assessments, liability evaluations, and financial projections empower you to navigate challenges confidently.

Contact us today for a free consultation to learn how our actuarial consulting services can support your needs.