Retirement Planning & Insurance Solutions
Medicare is only one piece, Julianne helps plan the whole puzzle.
Preserving Freedom of Choice
Planning ahead for care gives you and your family peace of mind.
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Long-term care insurance
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Home health care planning
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Assisted living and caregiver support options
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Guidance for having important family conversations
Financial Security
Protecting your money today while preparing for tomorrow.
- Annuities to guarantee income in retirement
- IRA rollovers to keep your savings working for you
- Emergency funds and safe growth options with no market risk
- Retirement income strategies that align with your goals
Protecting Your Health
Because your health and affordability go hand in hand.
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Critical illness coverage
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Medicare plan reviews and support
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Prescription drug plan guidance
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Hospital and doctor coverage tailored to your needs
Planning Your Estate
Preserve your legacy and protect the people you love.
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Whole life and term life insurance explained in plain language
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Final expense planning so your family isn’t left with a burden
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Spousal support strategies and tax planning
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Gifting options to pass on your legacy
Confidence in Every Decision
Confidence comes from understanding. Know your options. Trust your choices. Feel at ease.
