A Team ApproachRetirement decisions often involve more than one professional.Medicare.Insurance.Taxes.Estate planning.Trusts.Investments.Rather than trying to do everything myself, I believe in connecting clients with experienced professionals when additional expertise is needed.Over the past 30 years, I've built a nationwide network of trusted specialists so you don't have to start from scratch.

Yes.I am licensed in:California (#4075378)Arizona (#19672912)Nevada (#3981732)Texas (#2692218)Michigan (#19672912)These licenses allow me to educate clients, provide recommendations within my licensed authority, and offer solutions including:Medicare plansLife insuranceHealth insuranceLong-term care insuranceFixed annuitiesIndexed Universal Life (IUL) insuranceI am also a Certified Caregiver through the American Caregiver Association.

Retirement planning often involves more than one professional.During more than 30 years in business, I've built relationships with trusted professionals across the country, including:Financial advisorsCPAsEstate planning attorneysTrust attorneysInsurance professionalsWhen your situation calls for expertise beyond my licensed services, I'm happy to connect you with experienced professionals who share my commitment to putting clients first.

To book a consultation with Julie Carrier Consulting, simply visit our website and click on the 'Book a Consultation' button. Alternatively, you can schedule an appointment by calling our office directly.

Yes, Julie Carrier Consulting offers online consultations for your convenience. You can schedule an online consultation through our website or by contacting our office directly.

There are no charges for consultations or plan reviews at Julie Carrier Consulting. If you choose to implement a financial product, I may earn a commission directly from the carriers.