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  1818 Market Street
Suite 3620
Philadelphia, PA 19103
Phone: (215) 665-1058
   

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IPRO® (Independent Personal Retirement Overview™)

The IPRO® is a personal financial retirement planning tool designed exclusively for telecommunication and utility employees.

The IPRO® helps you plan for retirement by:

  • Evaluating your current financial situation
  • Analyzing your company's pension and savings plan
  • Projecting various retirement income scenarios
  • Explaining complex financial concepts in an easy-to-understand format
  • Providing a list of "action items"

Schedule Your IPRO®
Please contact Bartler Wealth online or by phone at (215) 665-1058 to schedule your IPRO.

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Copyright 2011, Bartler Wealth Management Group.
All rights reserved.
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, www.finra.org www.sipc.org, Charles C. Bartler, Registered Representative. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm, Charles C. Bartler, Investment Advisor Representative. Bartler Wealth Management Group and Securities America are unaffiliated..