JM Financial Planning

Company:	JM Financial Planning, LLC
Contact:	Julie Matulia, CDFA®, RICP®
Address:	2004 Commerce Drive, N., Ste. 207
City:	Peachtree City
State:	GA
Zip:	30269
Phone:	770.375.1660
Fax:
Email:	Julie@jmfpllc.com
Website:	www.jmfpllc.com

About My Practice

Julie is experienced in modeling financial plans at various levels of detail, performing investment portfolio reviews, pension reviews and suggesting strategies designed for financial success for Federal Employees.
Process:

• Generate a "Pension Benefits Estimate"
• Review Income and Expense Projections
• Evaluate and Determine Optimum Retirement Asset Distribution Sequences
• Implement and Monitor Strategies

Offering Financial Services Since

1987

Areas of Specialty

Comprehensive Financial Planning
Retirement "Goal Focused" or "Cash Flow" Planning
Portfolio Management
Insurance - Life, Health, Long-Term Care, Disability

Licenses, Certifications, Education, and Affiliations

Designations: RICP® (Retirement Income Certified Professional), CDFA® (Certified Divorce Financial Analyst)
Insurance Licenses:  Life, Accident and Health, Variable Annuities
Security Licenses:  Series: 6, 63, 7, 66
Education:   BS Marketing 1981
Associations & Affiliations: IDFA, American College

Charges to Clients for Services

Fee Based Planning
Percentage of Assets Managed
Insurance Products Commission

My Association with the Office or Firm

Owner/President

My Broker / Dealer Affiliation

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. JM Financial Planning, LLC, 2004 Commerce Drive North, Suite 207, Peachtree City, GA 30269, offers services to residents of: AL, GA, MD, MO, NC, TN, and TX.

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