Ask The Experts >> Ask Julie Price
Currently working? One worrisome question you might ask is whether you will have the same living standard in retirement that you have now while working. Julie helps clients answer questions like this with the Financial Dashboard, a plan that analyzes options like when to retire (or transition out of your business), when and how to start Social Security, whether to take the lump sum or a pension payment, how much to contribute to your retirement accounts and how to draw it down in retirement, and more. We work with you the whole way to help keep you on track.
Already retired? The Financial Dashboard is also for you. It helps by determining a consistent living standard throughout the remainder of your life and what pace to draw down your savings. Maybe you’re looking ahead to some major financial changes like a new housing situation. With the Financial Dashboard, we can help evaluate multiple scenarios to help quantify your options and come up with a strategy designed to meet your retirement goals and objectives.
Julie founded Juniper Investments & Retirement Planning, LLC in 2013. Recently Julie’s practice evolved to join Advisory Services Network, LLC, an SEC registered firm and became Juniper Investments & Financial Planning A Member of Advisory Services Network, LLC. Located in Federal Way, WA, Julie and her firm work with clients all over the Puget Sound area and beyond. Prior to Juniper, she worked as a client service analyst at Russell Investments and as an associate consultant at Spectrum Pension Consultants. Julie naturally connects with her clients as their advisor and advocate. Please check out www.juniperretirement.com for more information.
Areas of Expertise: financial planning
Juniper Investments & Financial Planning, A Member of Advisory Services Network, LLC
33915 1st Way S.
Federal Way, WA 98003
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