http://www.juliebartley.com/
Since joining Equitable Advisors in 1999, I’ve used my expertise in accounting and finance to help families, individuals, and businesses work toward their financial goals. I listen to the key issues, concerns and obstacles that are most important to you, your partners and other trusted advisors. Then, I work closely with you and your financial team to prioritize and implement strategies that build value. Services I offer: For Individuals: • Retirement Planning and Distribution Strategies for individuals and DROP participants • Life Insurance Planning • Disability Income Planning • Wealth Management, Preservation and Transfer Strategies • Investment and Asset Allocation Strategies • Estate Planning Strategies* • Long Term Care Planning Strategies** • Income Strategies • Comprehensive Financial Planning • Alternative Investment Strategies For Businesses: • Business Continuity and Succession Planning • Executive & Employee Benefit Strategies • Key Employee Protection Planning • Business Life Insurance Strategies • Qualified Retirement Planning • Estate and Legacy Planning Strategies
CA Insurance License #0D69184