A message from the Bartlow Slone team:

Welcome to the Bartlow Slone team! We 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

We'd love to hear from you. Call Raquel Smith at 925-296-5164 to set your appointment.

Susan Slone, CFP®, CLU®, CASL®, RICP®

Wealth Management Advisor

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck