Financial Planning Services
“If we did all the things we’re capable of doing, we would literally astound ourselves”
– Thomas Edison
Julie Iunker
Wealth Manager
“I guide you through the process of simplifying your financial life. Together we will discover where you are financially, determine your goals, where you want to be in the future, and create a customized plan for how we will get you there.”
Meaningful Financial Planning
As your trusted wealth manager, here are my promises to you:
My Complete Attention
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I ensure every portfolio is held with the highest importance and deserves my complete attention.
Hands On +
One-on-One
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As the only advisor in my office, I work directly with you, communicating with you multiple times a year.
A Personal
Approach
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I have an open door policy and am always available either by phone, in-person, virtual meeting, or by email.
Complete Transparency
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I build trust and provide honest, straightforward advice. First and foremost, I treat your investments as your investments.
Investing
Made Easy
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It is my job to translate financial terms into something easily understandable, allowing you to feel confident about your investments.
Confidence and Comfort
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No one should leave my office with questions or concerns. I make it a priority to understand your tolerance for risk, your comfort with the investments in your portfolio and your understanding of those investments.
A Broad Range of Solutions
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As an independent wealth manager, I am able to offer more investment choices and more flexibility without limitations.
Get In Touch
Let’s get to know one another.
Schedule a free, no commitment consultation today!
