<strong>Retirement Planning</strong>

Retirement Planning

Plan ahead with help from our team of retirement advisors who will help you grow and protect your wealth, so you can live comfortably and maximize retirement.

Create a Comfortable Future & Retire With Confidence

Saving for retirement is essential for everyone—whether you’re close to exiting the workforce or have only recently joined it. We’re specialists in building customized strategies to generate income for retirement.

  • We’ll help you determine your long-term goals for transitioning into retirement and create a plan to achieve them with the proper lifestyle and wealth choices.

  • You'll get an integrated plan with custom solutions to help you maximize Social Security benefits, tax breaks, and more.

  • At any stage of life, you'll get guidance on enhancing wealth opportunities and assets to plan for all of your retirement expenses.

Integrated Retirement Planning That Accounts For Your Needs

From paying down debt to funding retirement, we help guide you through a vast maze of financial choices that can affect your retirement. You’ll get an integrated and customized plan that accounts for everything to help protect your wealth and make sure you feel comfortable when you finally do decide to retire.

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Income Planning

We’ll look at your spending and help guide you toward proper wealth management to maximize funds.

Estate Planning

Make sure every part of your estate is in order so you can pass on your legacy and enjoy it too.

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Tax Planning

Let’s look at any benefits, Social Security, or tax breaks that could benefit your retirement.

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Long-Term Costs

Getting older means more long-term care costs that increase. We’ll help you plan for these.

Envision & Achieve Your Optimal Retirement

No matter who you are or where you are in life, Bartholomew & Company will help you plan for your retirement because it’s never a bad time to start thinking about your financial future.

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Individuals & Families

No matter what your age, it’s never too early or too late to start planning ahead.

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Owners & Retirees

Whether you own a business or are already reaching retirement, we can help.

We’re ready to look at your financial circumstances, discuss your future goals and create a plan to help maximize your wealth so that you can enjoy retirement with financial confidence at any age.

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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®

Best in State Wealth Advisors
Forbes magazine 2018-2023


Financial Times Top 400 Financial Advisers
Financial Times 2015-2020 Top 1,200


Financial Advisors in America/Top 30 in Massachusetts
Barron s magazine, 2014-2023

Barron's Top 100 Independent Advisors
Barron's, 2020-2023


Five Star Wealth Manager
Boston Magazine 2018-2023


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 2018-2023


James W. Cushman, AIF®

Five Star Wealth Manager
Boston Magazine 2023



2018-2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2015-2020 Financial Times 400 Top Financial Advisers, Created by Ignites Research. The 2020 award was presented in October 2020 for the past 12 months. 940 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Financial Times for more award information.
2014-2023 Barron's Top 1200 Advisors and 2010, 2012, 2013 Barron's Top 1000 Advisors, created by Barron's. Presented in March 2023 based on data gathered from Sept 2021 to Sept 2022. 5,630 Advisors were considered, 1200 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.
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. Visist Barron's for most recent award information.
2018-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 02/23 based on data gathered within 12 months preceding the issue date. 3,923 Boston-area advisors were considered, 578 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 Five Star Professional.