Bartlett Financial provides independent financial planning and investment advice with no commissions, no management fees, and no nonsense. From planning for the cost of major life events, or the children's education expenses, to any number of question-specific financial analyses, we help investors of all types who are interested in effective methods of preparing for their future.
One of Bartlett Financial's Advisors will sit down with you, in your home if you wish, and discuss your particular situation and possible solution strategies -- and your first visit is free. Other visits will carry an hourly charge, but you can be assured that the advice you get will be impartial, objective and of the highest quality and integrity -- with no hidden fees or agendas.
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Investing is important. But, how do you know how to best allocate your resources? What are your needs and goals? Bartlett Financial can help you analyze your situation and provide you with options and guidance. Whatever you financial concerns -- we are here to help you.
A successful college experience is one of those opportunities we all want our children to have. Unfortunately, the realities of money can tarnish that experience. There are, however, many complexities to successful college expenses planning -- lets talk about them.
Are you saving enough? Are you fully utilizing all of the tax-qualified programs to your maximum benefit? What should your asset allocation be? Do you really need a full-service broker? How do you rebalance your portfolio?
It is always difficult to discuss certain issues, but these issues don't go away. Without careful planning however, many of the gifts from our elders might.
We are also available for specific consulting analyses. For example: Should you pay off you mortgage early, save for retirement, or should you save for your children's college education? A cost-benefit analysis may help determine a least costly solution. Perhaps, you're interested in buying a rental property, or reducing the risk in your investment portfolio --- whatever the issue -- let's talk about it, we are here to help you.