Think Long Term Now
When I talk about "thinking long term" with my clients, I like to bring into focus their dreams for their family and the next generation. I feel you can do this with smart financial planning. I can help you plan your future, sharing your goals and ideas with the next generation. This is possible through legacy building; charitable gifting and making good financial decisions that benefit you and your loved ones.
Financial Coaching
As a financial coach, I diagnose your financial strengths and weakness: I review your “over-the-counter” products; and see if any of them are in opposition to one another. I find ways to harmonize your personal finances to real life situations. I use insurance products wisely to solve problems and help you enjoy living a long and productive life. It is never too late to start planning and thinking long term.
Financial Planning
Julie combines her knowledge and experience to make financial planning easy for everyone to understand. She does this by listening to your hopes and dreams, helping you set realistic goals and educating you on the many ways you can achieve them. Best of all, as an independent agent, Julie can choose from the companies that have remained safe and secure during these challenging economic times.
Financial Auditing
Reenders Financial Services offers a complimentary professional audit of all existing insurance policies including: Term, Disability, and Long term care. Julie will review your policies, looking for ways to improve your value or reduce costs. Often, she achieves both! She will provide an easy to read outline for your files. It will include:
• A Beneficiary/Owner and Rider Review
• Summary of coverage and maturity dates
• Performance histories and current insurance rating