Bart Newman

Bart Newman Email and Phone Number

Retirement Income Planning Specialist @ Vernon Hills, IL, US
Vernon Hills, IL, US
Bart Newman's Location
Greater Chicago Area, United States, United States
Bart Newman's Contact Details

Bart Newman personal email

n/a
About Bart Newman

I am a licensed Investment Advisor Representative* with 30 years of experience in the financial industry. Since 2004, I have focused on working with pre-retirees and retirees to create a retirement income roadmap. My clients and I work together to preserve and grow their assets, maximize their retirement income, and protect their wealth. As an independent financial advisor, I help my clients retain control over their retirement and their finances by providing solutions to some of your biggest retirement hurdles through my unique planning process.Have you found yourself having these feelings:❌Worried about outliving your wealth before you even have a chance to enjoy it? ❌Stressed out over taxes?❌Confused about the best way to leave your legacy for all your loved ones?Perhaps you never had the chance to find a trusted authority in the Financial Planning space.Perhaps you are too busy to get the chance to sit down and think about these important aspects of your business that may go overlooked.Well, I’m very proud to say that thanks to the expertise and work done as an independent financial advisor, I can help you with things like:✔ Unique income planning strategies to help grow your wealth without risk.✔ Tax Planning that will help maximize your return every year.✔ A retirement strategy that will leave you feeling less confused, happy, and confident before and during your golden yearsTo learn more about how I can help you reach business stability, please shoot me a direct message through LinkedIn or use the contact information below:Link to my calendar to set up a phone appointment: https://calendar.app.google/hKvo358dEPQF4A7D9*Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Bart Newman Financial are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Bart Newman's Current Company Details
Self-employed

Self-Employed

Retirement Income Planning Specialist
Vernon Hills, IL, US
Bart Newman Work Experience Details
  • Self-Employed
    Retirement Income Planning Specialist
    Self-Employed
    Vernon Hills, Il, Us
  • Bart Newman Financial
    Financial Services Professional
    Bart Newman Financial May 2004 - Present
    ➤ WHAT WE DO:A first step you can take to increase financial confidence is to minimize the risk of loss. Retirement is not the stage of your life when you should be concerned about volatility of the markets. Investment planners are often focused on financial growth. If you are ready to change your strategy to wealth preservation and greater confidence in your future income, I am excited to help as I am someone who specializes in asset preservation.➤ HOW WE DO IT:I help my clients discover options available for retirement income. That means considering income, asset protection, potential growth, tax and estate planning considerations, and the guidance to learn ways to make more informed financial decisions on your own.We help you:✔ Build a retirement strategy that will leave you feeling de-stressed, happy, and confident during your golden years✔ Making the financial To Do’s less complicated while helping people navigate your golden years with confidence.✔Create less worry about market ups and downs with my insurance strategies as they can guarantee a paycheck every month
  • Smw Trading Company, Inc.
    Derivatives Trader
    Smw Trading Company, Inc. May 1995 - May 2004
  • American National Bank
    Commercial Loan Officer
    American National Bank May 1993 - May 1995

Bart Newman Skills

Wealth Management 401k Rollovers Fiduciary Marketing Wealth Accumulation Asset Management Fixed Annuities Series 65 Wealth Transfer Retirement Income Strategies Long Term Care Indexed Annuities Financial Services Fleet 401 Retirement Savings Plans Life Insurance Financial Planning Wealth Management Services

Bart Newman Education Details

  • Yale University
    Yale University
    Economics
  • Mount Carmel High School
    Mount Carmel High School

Frequently Asked Questions about Bart Newman

What company does Bart Newman work for?

Bart Newman works for Self-Employed

What is Bart Newman's role at the current company?

Bart Newman's current role is Retirement Income Planning Specialist.

What is Bart Newman's email address?

Bart Newman's email address is ne****@****uno.com

What is Bart Newman's direct phone number?

Bart Newman's direct phone number is +184750*****

What schools did Bart Newman attend?

Bart Newman attended Yale University, Mount Carmel High School.

What are some of Bart Newman's interests?

Bart Newman has interest in Aerobics, Cooking, Exercise, Investing, Traveling, Electronics, Diet, Reading, Fitness, Gourmet Cooking.

What skills is Bart Newman known for?

Bart Newman has skills like Wealth Management, 401k Rollovers, Fiduciary, Marketing, Wealth Accumulation, Asset Management, Fixed Annuities, Series 65, Wealth Transfer, Retirement Income Strategies, Long Term Care, Indexed Annuities.

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