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  2. Retirement Savings and Distribution Planning

Retirement Savings and Distribution Planning

Our Financial Planning Process is all about you, your goals, hopes and dreams.

We take time to explain your options, and help you decide what is best for you.   

Your success is our success.

 

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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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