Kathy
"After the passing of my husband, it was the first time I had sole decision making of my financial affairs. Julianne made that transition much more manageable. Over the years,…
"After the passing of my husband, it was the first time I had sole decision making of my financial affairs. Julianne made that transition much more manageable. Over the years,…
"I was introduced to Julianne at a time of great turmoil in my life. She provided me with information and guidance which has helped me to make major life decisions…
"Julianne has been my biggest advocate and ally during the most terrifying and uncertain time of my life. Her professionalism, dedication, and expertise made all the difference. I truly don’t…
"I didn’t even know what a 236(b) was, let alone how to answer the questions! Julianne made me feel like I was going to be okay—even on those nights I…