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Joan Bartz
Financial Consultant

About Joan Bartz

Whether you're just starting out in your career or are preparing for the retirement you've dreamed about, I can help you identify financial opportunities to help you reach your ultimate destination with confidence. Based on your goals, needs and budgets, I can help develop a spectrum of financial solutions - including retirement income accumulation and distribution - which may include investments, insurance or annuities I also work with accountants and estate planning attorneys to help create and implement tax minimization and estate preservation strategies so you can live and leave a legacy for the people and causes that matter to you. My husband Dave and I have three adult children; Elizabeth, Ben and Jordan. We live in Downing and worship at Holy Cross Lutheran Church in Glenwood City. I volunteer with Everwood Farmstead Foundation, Glenwood City Area Chamber and the Glen Hills Lions Club. Other than time with my family, my hobbies include quilting & church handbell choir.