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Building Your Financial Future.

Fee-based Planning   

Understanding your goals and developing a plan to reach them is our focus. We will meet, gather information, analyze and give recommendations. Together, we implement, monitor and adjust those recommendations accordingly. It is of the utmost importance to us to be proactive to provide the best opportunities and advantages for you. We are committed to you.

Investments Management   

Together we develop a strategy of asset management using various securities to meet your specific investment goals and spend-down timeline.

Insurance   

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.

 
Range of Experience

  • Fee-Based Plans:
    • Investment Analysis and Management
    • Accumulation and Cash Flow Projections
    • Retirement Viability
    • Insurance Reviews and Management
  • Divorce Coaching and Financial Resolution Experience
  • Federal Retirement Substantial Experience
  • Special Needs’ Concerns and Core Knowledge

 
Professional Qualifications

  • Certified Divorce Financial Analyst®
  • Retirement Income Certified Professional®
  • Coursework, Chartered Federal Employee Benefit Consultant
  • Series 6, 7, 63, 66 Investments Licensed
  • Variable Life and Annuities
  • Licensed since 1987 in Life, Accident and Health

 
Affiliations

  • Member Institute for Divorce Financial Analysts
  • Member of Association of Divorce Financial Partners
  • Member of Exceptional Ops (Special Needs Community)
  • Past Board member, Exceptional Ops
  • Past Associate Member NATCA

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Latest Blog Posts

The Importance of Financial Goals

Submitted by JM Financial Planning, LLC on October 26th, 2017

These are the obstacles we all face in trying to achieve our financial goals:

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Planning for the New Normal Retirement

Submitted by JM Financial Planning, LLC on October 26th, 2017

The need for retirement planning didn’t really exist until well into the 1970s. Up to that point, people worked until age 65, spent a few years in leisure through their life expectancy which was about 69. Many retirees of that era were able to coast into retirement with a cushy pension plan.

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Your Emergency Fund and You

Submitted by JM Financial Planning, LLC on October 26th, 2017

So how much should you contribute to your emergency fund?

As daunting as it might seem, it’s recommended that you save 3-6 months of living expenses in your emergency fund1. In the age of the internet, many financial institutions have calculators available to estimate the amount you should keep.

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Julie Matulia, CDFA, a Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker-Dealer, Member FINRA/SIPC investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor, Cambridge and JM Financial Planning, LLC are not affiliated. This communication is strictly intended for individuals residing in the state of GA, FL, TX, MD, and UT.  No offers may be made or accepted from any resident outside the specific states referenced. Important consumer information:  A Broker-Dealer, Investment Advisor, BD Agent, or IA Representative may only transact business in the state if first registered appropriately. Follow up, individualized responses to persons in a state by such a firm or individual that involves either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a Broker-Dealer, Investment Advisor, BD Agent, or IA Representative, a consumer should contact his or her state securities law administrator.

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