Insurance Planning

Protecting your money and assets is important to keeping yourself, your family, and your business safe as well. Plan ahead with insurance strategies that will help you protect your wealth and everything else you hold dear - no matter what life holds.

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.

Family together

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.

Individual Life Insurance 

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

Disability Insurance Planning

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

Long-Term Care Insurance  

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

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.

1.

We'll help you relieve worry and transfer the financial risks of life's events to an insurance company.

2.

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.

3.

Our comprehensive and customized insurance planning includes services to help protect your wealth, assets, business, estate, and more.

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.

Recommendations

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

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.

Older couple shaking hands with financial advisor

Build Your Financial Future Today

Get on track with your goals and work toward your financial future with help from our advisors at your side. Contact us to schedule a complimentary consultation.

Industry Awards & Recognitions

Thomas J. Bartholomew, President, AIF®

Top 100 Financial Advisors

Barron’s magazine 2024


Best in State Wealth Advisors
Forbes magazine 2018-2024


Financial Advisors in America/Top 30 in Massachusetts
Barron s magazine, 2014-2024

Barron's Top 100 Independent Advisors
Barron's, 2020-2024


Five Star Wealth Manager
Boston Magazine 2018-2024


Top 1,000 Financial Advisors in America/Top 25 in Massachusetts Barron's magazine 2013, 2012, 2010


Joshua A. Paul, Senior Vice President, CFP®, AIF®

Five Star Wealth Manager
Boston Magazine 2018-2024


James W. Cushman, AIF®

Five Star Wealth Manager
Boston Magazine 2023-2024



2024 Barron’s Top 100 Advisors, created by Barron's. Presented in May 2024 for the previous year. 1,160 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/4uy89wxt 


2018-2024 Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3kkrphcm

2014-2024 Barron's Top 1200 Advisors and 2012-2013 Barron’s Top 1000 Advisors, created by Barron's. Presented in March 2024 based on data gathered from Sept 2022 to Sept 2023. 6,505 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3kkrphcm

2020-2023 Barron's Top 100 independent advisors, created by Barron's. The 2023 award was presented in September 2023 based on data gathered from June 2022 to June 2023. 476 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Barron's for most recent award information.


2018-2024 Five Star Wealth Manager Award, created by Five Star Professional. Presented in February 2024 based on data gathered within 12 months preceding the issue date. 4,421 advisors were considered, 580 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit https://www.fivestarprofessional.com