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Julie Carrier
Your retirement plan should have liquidity for today, longevity for tomorrow and a legacy for your loved ones.
I can help.
Julie Carrier Consulting
The 'Why'
When was the last time your accountant talked to your Financial Planner? When was the last time your Financial Planner talked to your Social Security Adviser? Has your Social Security Adviser ever talked with your Estate Planner?
Well, that's the issue, isn't it? Social Security, Medicare, pensions, and retirement income strategies, when planned separately, can lead to over taxation and even outliving your retirement funds!
There needs to be a cohesive design that protects your lifestyle, minimizes taxes, and preserve your legacy. My goal is to 'pull it all together' so you have a strong and successful strategy.
How Can I Help You?
Clients
Julie helped me clarify my retirement goals and develop a plan that gave me confidence in my future.
Jamie Patel
The personalized approach made all the difference. I feel secure with my choices.
Carlos Mendoza
Excellent service and attention to detail. I couldn't be more satisfied.
Priya Singh
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