Bart Newman Consulting
See If You Qualify for a Free 30-Minute Retirement Planning Review
Answer 5 quick questions to check if this session is a good fit for your situation
In just 30 minutes, Bart will:
Gain Clarity: Get the clarity most pre-retirees never achieveement
Assess your standing (Where you are now).
Outline your next steps (What you should do next).
Fastest Path: Get a clear, defined path instead of guessing.
This is a PaTrusted by retirees across the U.S.ragraph Font
Bart Newman Consulting
Bart Newman Consulting
This is a Paragraph Font
See If You Qualify for a Free 30-Minute Retirement Planning Review
Answer 5 quick questions to check if this session is a good fit for your situation
Trusted by retirees across the U.S.
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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Want to work with us?
Let’s create a personalized financial plan that puts your goals within reach — starting today.
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