We're dedicated to helping retirees and pre-retirees enjoy a worry-free retirement. As your trusted consultants, we treat you like family, and we take the protection of your hard-earned assets as seriously as we would our own.


From determining how much money you'll need to retire to optimizing your Social Security benefits and managing your assets, we've got you covered. Let us guide you toward the peace of mind and financial security you deserve.


Our mission is to alleviate your financial concerns and help you develop a sound strategy that not only guarantees a steady income for life but also provides for the fun stuff. Discover what sets us apart by contacting us today.

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Navigating Retirement

Download this free tool to help develop your retirement income strategy. This timeline will help determine the ages you may want to pay special attention to. If you're looking for some basic guidance, you can check out our resources page to learn the basics.


Call us today to see how we can help!

How Can We Help You?

At Bart Newman Financial, we are in the business of helping people, and that's what we strive to do every day. We help our clients save money, we help businesses reduce risk, and help families to protect and preserve their financial futures.
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