My Services
Work Hard. Plan Smart. Play Hard Smart planning looks at your needs and goals from many viewpoints. It’s a dimensional approach to financial independence that enables Anthony Bartlett to form partnerships with his clients that go beyond just the numbers. While numbers certainly help map one’s personal or business journey, he believes that it’s the information beyond the numbers that qualify it. What do you want your future to look like? What defines quality of life to you? The answers to these and other questions help him to plan, implement and monitor your financial strategy. Over 19 years of experience in the financial services industry enable him to help individuals, executives and business owners begin or revisit their estate, business and financial planning. Planning services for individuals/families:
- Retirement
- Estate and Elder Care
- Investment
- Wealth Management
Business planning services:
- Executive Compensation
- Employee Benefits
- Business Owner Succession
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