Financial Services in Illinois
Retirement Planning That Puts You First
We’re here to help you navigate life’s financial decisions with confidence and clarity.
The “Big Beautiful Bill” Is Now Law
What Does It Mean for Your Retirement?
Our 12-page guide explores ways in which the new legislation may impact you. Download your complimentary copy to learn about:
Increased standard deductions for additional tax savings
“Senior Bonus” deductions to offset taxes paid on Social Security benefits
Increased estate tax exemptions that create significant savings for heirs
Your Financial Referee
The Northview Way
At Northview Wealth Management, we believe that success in financial planning comes down to precision, fairness and staying ahead of the game. With years of experience as both a financial advisor and a sports referee, Bart Newman brings a unique perspective to financial planning, balancing analytical decision-making with the ability to adapt to changing circumstances.
What To Expect When You Meet With Us
Your Retirement Play-By-Play
The Starting Line
The Starting Line
The Starting Line
This initial meeting is all about getting to know you — your goals, concerns and vision for retirement. We’ll take the time to understand your unique financial situation and what matters most to you, setting the stage for a personalized plan.
The Game Plan
The game plan
The Game Plan
We’ll present a tailored financial strategy designed to align with your goals and priorities. Together, we will review the plan, discuss any adjustments and ensure it provides the clarity and confidence you need to move forward.
Play-By-Play
Play-By-Play
Play-By-Play
It’s time to put your retirement play-by-play into action. Once your plan is finalized, we’ll continue to monitor and make adjustments as needed to ensure your retirement never goes out of bounds.
Ready To Kick Off the Retirement You Deserve?
It’s never too early — or too late — to take control of your financial future. Take the first step today by scheduling a complimentary consultation or registering for one of our upcoming events.
