JULIEN PLANNING, LLC: A Trusted Financial Expert

JULIEN PLANNING, LLC is a leading financial planning firm that offers expert advice and guidance to its clients. With years of experience and a team of highly skilled advisors, JULIEN PLANNING, LLC has established itself as a trusted source for financial planning solutions. The firm operates with a simple yet powerful belief in mind: every individual, regardless of their background or income level, deserves access to the best financial guidance and planning tools available.

How Does the Advisor Help Clients – Key Takeaways:

JULIEN PLANNING, LLC offers a wide range of services to its clients, including:

• Comprehensive financial planning
• Retirement planning
• Investment management
• Estate planning
• Tax planning
• Insurance planning
• Education planning

The firm’s team of advisors work closely with each client to create personalized financial plans tailored to their individual goals and needs. They take the time to understand each client’s unique financial situation and provide custom solutions that help them achieve their financial objectives.

Facts and Insights:

JULIEN PLANNING, LLC has been in business since 2008 and is headquartered in Chicago, Illinois. The firm manages over $500 million in assets and has a team of 20 expert advisors.

Assets Under Management, Number of Advisors and Time in Business:

Financial Services Offered:

JULIEN PLANNING, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:

• Retirement Planning: The firm helps clients plan and save for their retirement years, taking into account their current financial situation, risk tolerance, and long-term objectives.
• Investment Management: JULIEN PLANNING, LLC provides expert investment management services to help clients build a diversified portfolio that aligns with their financial goals and risk tolerance.
• Estate Planning: The firm helps clients protect their assets and ensure their wealth is distributed according to their wishes through effective estate planning strategies.
• Tax Planning: JULIEN PLANNING, LLC helps clients minimize their tax burden and maximize their after-tax returns through sound tax planning strategies.
• Insurance Planning: The firm offers insurance planning services to help clients protect themselves and their loved ones against any unexpected events.
• Education Planning: JULIEN PLANNING, LLC assists clients in creating a comprehensive education plan for their children, taking into account their financial situation and goals.

Client Types:

JULIEN PLANNING, LLC serves a diverse range of clients, including:

• High net worth individuals
• Business owners
• Professionals
• Retirees
• Families

The firm is committed to providing personalized financial services to each and every client, regardless of their income level or background.

Fees & Compensation:

JULIEN PLANNING, LLC’s fees are structured to be transparent and straightforward. The firm charges a percentage of assets under management as its base fee, with additional fees for certain services such as financial planning. The exact fee depends on the complexity of the client’s financial situation and the services required. The firm does not receive any commissions or incentives to recommend specific products, ensuring that their advice is always in the best interest of the client.

Background:

JULIEN PLANNING, LLC was founded in 2008 by John Julien, a highly experienced financial advisor with a passion for helping individuals and families achieve their financial goals. The firm has grown into a team of 20 skilled advisors with offices in Chicago and New York City.

Financial Advisor Disclosures to Know:

JULIEN PLANNING, LLC operates with complete transparency and discloses all potential conflicts of interest to clients. The firm has a fiduciary duty to act in the best interests of its clients and does not receive any commissions or incentives that may influence their recommendations. Clients can trust