Retire with Julia, CFP®

About Retire with Julia, CFP®

We Build Financial Plans for Successful Families.

By working with us, our clients are able to enjoy retirement without worrying about money.

Our clients work with us because they want to know:
1) At what age they can comfortably retire
2) Exactly how much they can spend each year without running out of money
3) When they should take their SS benefits/pension
4) How to optimize their investment portfolio for the long-term
5) How to withdraw their income in the most tax-efficient manner

Advisory services are offered through URS Advisory LLC dba URS Advisory, a Registered Investment Advisor in the State of Florida (CRD# 289892). Insurance products and services are offered through JEL Enterprises, Inc. dba URS Insurance, an affiliated company. URS Advisory LLC dba URS Advisory and JEL Enterprises, Inc. dba URS Insurance are not affiliated with or endorsed by the Social Security Administration or any government agency, and they do not render tax, legal, or accounting advice.