Our business is built
on a foundation of
thoughtful client relationships.
At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Julie A. Thompson, CFP® is a graduate of Indiana University where she received her Bachelor of Science degree in Business. She has licenses for life, health, disability, and long-term care insurance and is a member of the Financial...