Jay Bartley, CEPA, MDRT - Rethink Wealth

Jay Bartley, CEPA, MDRT - Rethink Wealth We Exist to empower families to experience purpose, freedom, and abundance. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).

OSJ: 3040 Post Oak Blvd, Ste 1150, Houston, Texas 77056, 281-220-2700. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a, wholly-owned subsidiary of Guardian. White Rhino Financial LLC is not an affiliate or subsidiary of PAS or Guardian. Guardian, its sub

sidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. California License . This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
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Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful pi...
09/02/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

Remember the last time you saw a football team score without a quarterback? Neither do we. It’s the same with your balan...
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Remember the last time you saw a football team score without a quarterback? Neither do we. It’s the same with your balance sheet. I can help lead your team of CPAs, lawyers, brokers and bankers down the field. That’s my job.

A financial quarterback is someone who understands your finances and your life

Retirement may change your perception of investment risk.
08/26/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

During June, Alzheimer’s Awareness Month, remember: up to 40% of Alzheimer’s cases may be prevented or delayed. If Alzhe...
08/24/2026

During June, Alzheimer’s Awareness Month, remember: up to 40% of Alzheimer’s cases may be prevented or delayed. If Alzheimer’s strikes, would you be ready financially? Let’s find out together. Reducing the risk of dementia

Things you can do to reduce the risk of dementia

Ever heard of a Roth 401(k)? Would one be right for you?
08/19/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

What steps might help you sustain and grow your retirement savings? This piece explores them.
08/12/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Three important questions to consider before you start taking.
08/10/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

Charitable donations not only benefit the recipient, but they can boost your personal happiness and generate tax benefit...
08/05/2026

Charitable donations not only benefit the recipient, but they can boost your personal happiness and generate tax benefits. How can you make charitable giving part of your long-term plan?

The paychecks may stop in retirement, but that doesn't mean you have to stop giving to causes you care about

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
08/03/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

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