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  2. Frequently Asked Questions

Frequently Asked Questions

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Are you available for questions?

I am available to answer your questions as we are both evaluating each other in my initial complimentary meeting.  When we work together, I am extremely responsive to any email or question anytime.

How do you get paid?

Fees and Commissions on Insurance products.

How much does it cost to work with you?

Initial consult is no charge. Fee Planning and Coaching $175 hourly.  Investment management, a percentage of assets under management.

How often will we meet to talk about investments?

I meet with each of my clients at least once a year, sometimes as much as quarterly, to review accounts and make sure their investments are aligned with their goals.

Can you explain how I will access my account information?

Yes, you will have a combination of paper and online statements which includes access to real-time account balances with graphs and pie charts that show all current balance and asset allocations with the click of a button.

What is your investment philosophy?

Segregating asset allocation into time frames, and protecting your basic needs with annuities and other fixed income.  Much of this can be done with frugal management fees, tax management and watchful projection planning.  

What happens to my account if something happens to you?

A succession plan is in place.

Why did you become a financial professional?

I love helping people and giving them the peace of mind and security of a solid financial future.

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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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