Newpark Wealth Management

Newpark Wealth Management caters to individuals approaching and navigating their retirement. We understand that this is a crucial phase in life filled with both anticipation and concern. With experience and sensitivity, we guide you through every step of the process, ensuring a smooth and secure transition into your golden years.

Our Process

Our collaborative approach to retirement planning begins with a deep understanding of your individual needs and goals. We take the time to:

• Assess your current financial situation: We meticulously review your existing retirement accounts, investments, and income sources.
• Develop a personalized plan: We work with you to establish achievable goals and create a customized roadmap to tackle any potential roadblocks.
• Execute your plan efficiently: We guide you through the paperwork and procedures involved in claiming benefits and transitioning your accounts.
• Monitor and manage your plan: We proactively review and adjust your plan as needed to ensure it remains aligned with your evolving needs and goals.

What We Offer

• Retirement Income Planning: Translate your accumulated wealth into a sustainable income stream for a worry-free retirement.
• Social Security Timing: Maximize your Social Security benefits through strategic planning and filing strategies.
• Roth Conversion Strategies: Optimize your Roth IRAs for tax efficiency and enhanced retirement growth.
• Investment Management: Diversify your portfolio with personalized guidance to achieve your financial goals.

About Newpark Wealth Management

Founded by Matthew Seppanen, a seasoned financial advisor, Newpark Wealth Management prioritizes personalized relationships and holistic planning. We believe in:

• Client-centered approach: We prioritize your needs and goals above all else.
• Transparency and communication: We provide clear and concise explanations every step of the way.
• Empowerment and education: We equip you with the knowledge and skills to make informed decisions about your retirement.

Our team of professionals blends expertise in finance, planning, and client care to deliver an exceptional experience for every client.