We Simplify Finances, You Simply Live
Julien Planning, founded by Bruce Julien in 2002, provides comprehensive financial services including investment management, tax reduction & preparation, estate planning. Bruce Julien is a licensed insurance producer. As an independent advisor, Bruce provides unbiased advice with his knowledge as a CPA in combination with his financial professional expertise using a “consumerist” attitude.
Webinars For Retirement Success
How To Get Off The Tax Treadmill
In this session, Bruce will reveal why most financial planning strategies fall short, how to identify the hidden risks in your retirement plan and much more
Comprehensive Financial Services
Julien Planning provides unbiased advise for homeowners living
in Bergen County, New Jersey, as well as retirees & pre-retirees 50+ years of age.
Latest from the Julien Planning Blog
The First 6 Steps Of Financial Planning
What Are the First Steps in Financial Planning? Financial planning is one of the most important aspects of long-term stability, yet many people delay addressing their financial situation. Whether it’s…
7-Steps To Security: Crafting Your Financial Plan
In today’s fast-paced financial world, a structured financial plan is not just a luxury—it’s a necessity. With increasing economic uncertainty, market fluctuations, and rising costs of living, having a well-defined…
What is Estate Planning? 4 Key Elements You Need To Know
What is Estate Planning? Estate planning is the process of arranging for the management and distribution of your assets after death. It ensures that your wealth goes to the intended…
What Is Financial Planning?
What is Financial Planning? Financial planning is the process of taking an inventory of all your financial resources—your income, assets, liabilities, and expenses—and aligning them with your personal goals. It’s…
Guided by Principles, Driven by Experience
Julien Planning is built on a foundation of integrity, honesty, and over 30 years
of experience, ensuring clients receive unbiased, personalized financial guidance.
Integrity
Bruce Julien went independent so he could provide the best service to his clients, without being beholden to sell one product at the expense of a client’s needs. This kind of integrity pervades the organization, and is why Bruce has been in business for over 30 years.
Honesty
Truth is central to building a enduring business, and Bruce prides himself on his honesty and ethical standard of operating.
Experience
Bruce has been in business for over 30 years. While most advisors fail after 5 years, Bruce has remained a steady source of value to his clients through the thick and thin - and he can do the same for you.