Barilotti Wealth Strategies and Insurance Solutions, LLC

Bodie woke up ready to work.. then the Friday's set in! We promise he's a great assistant Monday-Thursday :)

And that's a wrap! What a week and its only Wednesday! We sure love what we do and getting to spend 4 days with your sister doing it makes it even better!
Thank you to Eagle Strategies for organizing the event starting with author and former Navy Seal, Robert O'Neill, to author and Professor, Luke Williams, from NYU Stern School of Business. We are forever grateful for knowledge and time the entire Eagle Strategies team shared with us at the Summit and everyday!

We enjoyed a dinner filled with laughter after a day of learning about innovative portfolio construction, the international markets, and brain science for peak motivation and performance. Tomorrow is our last day in Houston!
~Christy and Dina

We are enjoying Day 2 of the Eagle Strategies Summit in Houston, TX! We are like sponges soaking up the knowledge from the conference learning more about behavioral finance and learning from a former Navy SEAL how to deal with conflict and how to build a team. We are looking forward to Day 3- stay tuned!
~Christy and Dina

Ummmm.... I am not sure what to write! I need your help!
I was asked to write an article for new, expanding business owners and entrepreneurs. What questions would you like me to answer? Please post your questions here! The last article I wrote on this topic was "You Made a Business Plan - You Forgot the Financial Plan: 5 things to consider when creating your business financial plan". If you would like a copy of the article, please email me [email protected]
Thanks in advance for your questions!

Quick trip to Temple University today to talk to their student's in the Financial Planning Association... and Tommy Flynn was in the class! Have you met our new intern yet? Tommy started with us on February 4th. He has been a great addition to the team!

It was a beautiful day in the neighborhood today!
We kicked off a team meeting at Parc Bistro this morning. Just missing a few of the BWS team members! First one of the year- where did January go?!
~Jessica, Christy and Alex

An office with a view! Can you guess where Christy is headed? ✈?
In 2019, she spent 88 hours in the air flying! That's more than 2 weeks of a 40 hour work week! Her favorite place to work is on an airplane because she can focus without interruptions (as long as the WiFi works)! What are your travel plans for 2020?