Julie Carrier Consulting provides comprehensive financial planning services specifically designed for families and retirees. Our offerings encompass retirement planning, guidance on Social Security and Medicare, investment management, and customized financial strategies.

Yes, I hold licenses in California (#4075378), Arizona (#19672912), Nevada (#3981732), Texas (#2692218), Michigan (#19672912), and North Carolina (#19672912). These licenses enable me to advise, quote, and sell a variety of products, including life insurance, health insurance, long-term care insurance, IULs, fixed annuities, and Medicare plans. Additionally, I am certified by the American Caregiver Association. I also have a trusted network of professionals across all 50 states, including insurance agents, estate planners, tax attorneys, and trust lawyers, all of whom share my commitment to prioritizing our clients' best interests.

At Julie Carrier Consulting, our financial planning process starts with an initial consultation to understand your unique financial goals. We then conduct a thorough analysis of your current financial situation, develop a personalized strategy, and offer continuous support to help you reach your financial objectives.

To book a consultation with Julie Carrier Consulting, visit our website and click on the 'Book a Consultation' button. You can also 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.

You won't be charged for consultations or plan reviews. Should you decide to implement a financial product, I may earn a commission directly from the carriers.