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.

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.
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.
We’ll look at your spending and help guide you toward proper wealth management to maximize funds.
Make sure every part of your estate is in order so you can pass on your legacy and enjoy it too.
Let’s look at any benefits, Social Security, or tax breaks that could benefit your retirement.
Getting older means more long-term care costs that increase. We’ll help you plan for these.
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.
No matter what your age, it’s never too early or too late to start planning ahead.
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.