Free Financial Consultation

 

With a life-planning partner like Bartholomew & Company, it all comes down to vigilant financial planning and investment advice—expertise we've been delivering for more than 25 years.

We're offering a free 30-minute consultation followed by an abridged financial plan. On our call, prepare to walk us through your current income, expenses, investment portfolio (if you have one), and most importantly, your long term goals. From there, we'll put together an abridged plan outlining the steps you should take to achieve those long term goals. 

Your dreams for a fulfilled life matter to us. We provide:

Retirement Planning

Ensure your income is sufficient to support your lifestyle and secure your future.

Tax Planning

Minimize your tax burden so you get the most out of your income and investments.

Risk Management

Understand your risk tolerance and adjust your plan accordingly.

Education Planning

Prepare for the growing cost of higher education

Call 508-753-8807 or sign up below to get your free consultation and abridged financial plan.

 

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