Products & Services

Here at Jullie & Associates, P.A., we believe every individual and family should have financial freedom and success through a personalized financial plan. Our strategy in helping you achieve financial freedom and success is a comprehensive plan that outlines investments, retirement planning, tax planning, 401(K) and 403(B) planning, college savings plans, and money purchase and profit-sharing plans.

Our Fee Based Financial Planning Covers the Following:

Retirement planning – When can you stop working? What rate of return do you need to earn to retire at a specific age?

Tax planning- Are your tax returns being prepared for you to pay the least amount in taxes as possible?

401(k) and 403(B) planning- Are your contributions and investment choices aligning with your rate of return to retire 

College planning- Should you have a 529 plan and/or a prepaid college savings plan for your child/children?

Money purchase plans and profit-sharing plans- Is your small business taking advantage of all tax deductions and savings contributions toward retirement for both the business owners and employees?

Disability insurance- Is your income protected if you’re unable to continue working due to a disability? 

Life insurance- How much life insurance do you need to cover your family?

Long term care- Will you need long term care insurance as a senior?

Fixed Annuities- Do you need a fixed annuity to defer taxes and protect your assets from potential creditors?

Our office prepares taxes and does the following:

Relocation Tax Issues
State Tax Return Preparation
Representation Before the IRS
Tax Return Preparation
Individual Tax Preparation and Planning
Business Start Up, Counsel and Corporate Taxes
Small Business Accounting Services
IRS and State Tax Audits
Income, Gift and Estate Tax Returns

*Tax planning services are offered through Jullie & Associates, PA.

Which investment strategy is right for you?

Bonds
Common Stock
Government Securities
Treasury Notes
Variable Annuities
Exchange Traded Funds
Managed Accounts (Fee Only)
Preferred Stocks
Unit Investment Trusts
Mutual Funds
Certificates of Deposit
REIT’s
US Treasuries
Alternative Investments