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Bart Newman Financial

At Bart Newman Financial, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:

As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Bart Newman Financial, we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement.

Estate Planning & Legacy Planning

Life Insurance

Medicare & Long-Term Care Planning

Retirement Income Planning

Retirement Preservation

Social Security Planning