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MEMBER PROFILE

 

Stephen Target

Newton One Advisors

 

Member profile details

Membership level
Philadelphia Individual
First name
Stephen
Second name/initial
C
Last name
Target
Title
Partner
Company
Newton One Advisors
 

CONTACT INFORMATION

City
Newark
State
Delaware
 

PROFILE INFORMATION

Call me when
You want to examine the leverage that life insurance may provide, typically for estate planning/tax liquidity, business succession funding or future financial obligations.
Profession
  • Insurance
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Charitable giving
  • Entrepreneurship
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Risk management
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
Professional Certification(s)
ChFC, CLU, AEP
In Business Since
1990
How to contact
starget@newtonone.com
Business Focus
Life Insurance
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