We help make your retirement an adventure worth sharing.

<b>Our Approach</b>

Our Approach

We create strategies that are tailored to your needs and goals.

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<strong>Our History</strong>

Our History

Years of experience have prepared us to guide you through life's transitions.

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<strong>Our Values</strong>

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours.

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<b>Sound Financial Strategies For Today's Markets</b>

Sound Financial Strategies For Today's Markets

Jullie & Associates, P.A. located in South Miami offers both comprehensive fee based financial planning, as well as traditional transaction based services through Osaic Wealth, Inc. We are committed to helping our clients stay on track and improve their long term financial success.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at email or call us at . We look forward to hearing from you.

<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

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