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The process of financial planning starts with an assessment of your current financial situation to determine the probability of your assets helping you meet your financial goals. The first step in providing for your future is to have a comfort level with the following questions:

• Am I comfortable with the amount saved for my future?
• How will I know when to retire?
• After my death, will my family receive the assets I have worked so hard to save?

The next step is ongoing. At Bartler Wealth, we believe your financial situation requires ongoing monitoring and review to stay current with your life changes. We conduct consistent reviews, by qualified professionals, around your finances and investments.

Saving for Retirement
Whether you are retired or planning toward retirement, you've worked hard and saved for your lifestyle. You may be sufficiently prepared, or maybe additional savings are required for you to have peace of mind. It is important to consistently review your financial situation to determine the probability of your assets providing lifetime security for you and your family. At Bartler Wealth, we believe your financial situation frequently changes and requires ongoing monitoring and attention.

Knowing When to Retire
We cannot tell you when to retire – however, we can tell you what your financial picture may look like in retirement. If it looks like retirement is not affordable, we will tell you, even if it means delivering a tough message. We are committed to working with you to create a financial strategy that helps meet your retirement needs.

Protecting Wealth
We all reach the stage where we think about passing our hard-earned assets on to loved ones. What if some of my heirs are not capable of managing assets? Should I leave everything to my spouse? Whether a home, IRA, pension or 401k, it is important to discuss these issues with your advisor.