Bartlett Financial

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Heath Bartlett

Heath Bartlett

APMA®

Financial Advisor

Managing Director
Visit Heath Bartlett's website

Team

Andrea Hallas

Andrea Hallas

Client Service Associate,

Practice Manager
Cathie Merriman

Cathie Merriman

Client Service Associate

Fred L. Johnson, MBA

Fred L. Johnson, MBA

Registered Client Service Associate,

Financial Planning Analyst

Qualifications

  • Series 7
  • Series 66
  • Life, Accident & Health
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