Julie and Son

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Julie is a single mother in her early 30's on a good career path enjoying life with her 3 year-old son William.

Julie is juggling her priorities of funding William's college education, ensuring her own future retirement, and wanting to buy a home.

We took all of Julie's financial circumstances and goals into consideration and developed a long-term plan for her that allows her to accomplish her goals. During the process we unconvered an opportunity to save more in her employer's 401(k) plan, the need for more life insurance, and more.

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