Julie Noted

When are you going to value your family more than things? Schedule now for an appointment

Unemployment/Unplanned Retirement is only one part of the equation. Many people seem to forget that they have set aside money in their 401k, IRA, 403B, CALSTERS/CALPERS, etc. Those are still at the mercy of the market. It takes less than a year or two to lose over 60% of what you have set aside for your future. Know your other options on how to protect your future. Reach out to us for an appointment!

Unplanned Retirement/Unemployment is one end of the equation, why would you leave your 401K, IRA, 403B, CalSters/CalPers alone at where it is? It is vulnerable to the market. It takes less than 2 years to lose over 50% of what you have worked so hard for. What did you do to set that amount aside? The time away from your children, the customers you had to please, the bosses you had to impress, the future you see yourself in. Be proactive and know your options. Contact us to set an appointment

Provide 3 names and numbers of people interested in my services, and I will deliver any 3 of the pastries listed or Uber Eats gift card (your choice)