working With Individuals
COMPREHENSIVE WEALTH MANAGEMENT FOR INDIVIDUALS
We started Bartley Financial with the goal of helping people make financial choices so they can live the lives they intended. We pair the most comprehensive wealth management information with outstanding personal service, and it’s given us a great reputation in the industry.
We win when we help our clients attain financial security, independence, and peace of mind.
We want you to make the best decisions for your future, and to help you do that, we listen hard and work to understand your goals in life. Our team are best-in-class professional that have a hands-on approach to financial guidance, helping you avoid market pitfalls to achieve your goals, and ultimately, your dreams.
Through creating and cultivating successful client relationships with knowledge, honesty, integrity and respect, we can change lives.
This is our commitment to you.
Individual Services Include…
Education and College Planning
Estate Planning (performed in conjuction with estate planning attorneys)
Risk Management and Insurance Planning
Retirement Distributions Planning (Early Retirement and at 70 1/2)
Stock Options Planning
Whatever it takes to help you live the life you want