Plan Ahead For Life's Events With Ease

    How can you expect the unexpected but still live your life to the fullest? Count on us for recommendations on insurance and other strategies so you can remain confident that your health, your assets, your business, and your family's plans for the future are protected.

    • We'll help you relieve worry and transfer the financial risks of life's events to an insurance company.
    • You'll get a sound strategy that helps you evaluate risk and makes a plan to protect not only your wealth but all other aspects of your life.
    • Our comprehensive and customized insurance planning includes services to help protect your wealth, assets, business, estate, and more.
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    Insurance Strategies to Help You Protect What Matters Most

    Insurance planning is an essential component of your overall comprehensive financial plan. At Bartholomew & Company, we advise you on the best ways to potentially protect your money and assets throughout life’s events with proper risk management and insurance planning to help you keep your legacy safe.

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    Individual Life Insurance

    Plan for the right policy to protect yourself in any event.

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    Disability Insurance Planning

    Plan for a mishap or work event that could warrant disability.

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    Long-Term Care Insurance

    Long-term healthcare costs can add up without proper insurance.


    Meet Every Life Event With Confidence

    Closing the gap on potential risks in life can be tricky without a trusted advisor or comprehensive plan in place. We’ll help you understand and plan for risks by providing the proper insurance planning to help mitigate life’s pitfalls and help optimize your finances through it all.

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    We’ll help you choose insurance plans that protect your most significant assets.

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    Understand & Educate

    We’ll help you understand your insurance coverage and educate you on your plan.

    Don’t wait to feel more secure about your money, family, health or wealth. Talk to us about creating a customized insurance plan that will help you protect what matters most in life.