Financial Planning
Julien Planning offers comprehensive financial planning, including insurance solutions, estate planning, retirement strategies, and stock planning. We create customized plans tailored to your goals, ensuring your financial future is secure and your legacy is preserved. Let us simplify your path to long-term success.
Financial Planning
We help create a roadmap for your financial future. This involves assessing your current financial situation, understanding your goals (retirement, buying a home, education), and developing a plan to achieve them. This may include budgeting, saving, investing, and managing debt.
Insurance
We advise & facilitate the purchase of financial protection against unexpected events like accidents, illnesses, or property damage. Common types of insurance include health insurance, life insurance, auto insurance, home insurance, and disability insurance. Insurance helps mitigate financial risks and provides a safety net in case of unforeseen circumstances.
Estate Planning
We help you plan for the distribution of your assets and the management of your affairs after your death or incapacity. Key components of estate planning include creating a will, establishing trusts, designating beneficiaries for life insurance and retirement accounts, and appointing a power of attorney.
Retirement Planning
We help you prepare for your financial needs during retirement. This involves estimating your retirement income needs, determining how much you need to save, and developing a plan to achieve your retirement savings goals. This may include contributing to employer-sponsored retirement plans, investing in individual retirement accounts (IRAs), and exploring other retirement savings options.
Stock Planning
This specifically refers to strategies related to investing in stocks. It may involve stock selection, portfolio diversification, risk management techniques (such as stop-loss orders), and investment strategies like value investing, growth investing, or dividend investing.