Bart Newman Consulting
Make Your Retirement Safer With a Professional Review
Walk away with a step-by-step retirement income plan tailored to your goals and current situation
This call is designed to give you the clarity most pre-retirees never get.
In just 30 minutes, Bart will break down where you stand, what gaps could cost you money, and what steps you should take next.
If you want a clear path instead of guessing, this meeting is the fastest way to get it.
Bart Newman Consulting
Bart Newman Consulting
Make Your Retirement
Safer With a Professional Review
Walk away with a step-by-step retirement income plan tailored to your goals and current situation
This call is designed to give you the clarity most pre-retirees never get.
In just 30 minutes,
Bart will break down where you stand, what gaps could cost you money, and what steps you should take next.
If you want a clear path instead of guessing, this meeting is the fastest way to get it.
Most retirees overpay on taxes without realizing it
How to avoid this?
– Identify hidden tax traps in your retirement plan
– Explore moves that protect your savings from unnecessary taxes
– Build confidence that your plan will last through retirement
– Identify hidden tax traps in your retirement plan
– Explore moves that protect your savings from unnecessary taxes
– Build confidence that your plan will last through retirement
How We Help
What You’ll Get
In Your Call With Bart Newman, You’ll Walk Away With:
– Clear picture of your current tax exposure
– Personalized steps to optimize your retirement income
– Confidence in your plan without the confusion
Most people enter retirement without a real plan
How do you fix this?
– Understand the gaps that could threaten your income later
– See whether your current strategy aligns with your goals
– Learn simple adjustments that strengthen your long-term plan
– Understand gaps that could threaten your income later
– See whether your current strategy aligns with your goals
– Learn simple adjustments that strengthen your long-term plan
Retirement Planning
Wealth Management
Tax Strategies
150+
Clients Helped
40+
Combined Years
of Experience
16
Financial
Experts
How We Help
Clients' Voices
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Let’s create a personalized financial plan that puts your goals within reach — starting today.
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