Welcome to KRISTIN BARTLOW & TEAM!
Our mission is to take the fear out of the unknown by educating, motivating & empowering our clients to implement a plan for a lifetime of financial security.
Our team offers a personalized approach to financial planning. We will help you identify and prioritize your financial goals, and then develop a customized, comprehensive action plan with strategies that align with your values.
Clients tell us:
- We are forward-thinking
- We offer guidance that allows peace of mind
- We offer actionable insights
- We are honest and trustworthy
Our Financial Planning Approach
Some companies only focus on insurance. Others just on investment strategies. With our team, you'll partner with an advisor who will look at your financial big picture. Our integrated approach helps you build an achievable, flexible financial plan with the right mix of insurance products and investment strategies to help get you to your goals.
Market and Economic Commentary
Access a timely summary of market happenings and economic indicators, plus get a glimpse of what's to come in our Weekly Market Commentary . Find a timely summary and insightful commentary on economic and financial market trends in our Quarterly Market Commentary . Topics include:
- Stock market performance
- Employment
- Housing
- Gross domestic product
- Consumer spending
