Brian Bartlett

Bartlett Financial Management
Founder
bbartlett@nextfinancial.com
(512) 576-3886

Bartlett
Brian Bartlett, Founder of Bartlett Financial Management in Little Elm, Texas has been in the investment business for over twenty-five years, working with companies and individuals. Twenty of those years Brian served as a Branch Manager, overseeing offices of firms in New York and Texas. Brian’s small-town upbringing is reflected in his desire to build client relationships by being accessible as a financial advisor. Brian also is a regular guest on two radio shows in Colorado, discussing faith and family.

About Us: Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Archived Webinars Offered

EXCESS RETAINED EARNINGS: SOLUTIONS FOR A C CORPORATION

Date RecordedSeptember 28, 2017  CostFREE  Course Length1.0 hour  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm