What people are saying.

“I don’t know what we would do without Julia. She was there when I retired to make sure we would live comfortably for the rest of our lives, then when my wife got cancer to make sure she got the best care and we got all the benefits we had coming to us, and then after my wife passed to make sure I was ok financially and otherwise. She is more than my advisor, she is really part of my family.”

— Charlie, Hendersonville, TN

“I have been with Julia for almost 8 years now. I just adore her and her team. She explained everything in an understandable way, even for a country girl like me. Any time I have questions she is quick to answer and take care of anything that pops up. I have all my insurance and investments with her and don’t even think about making a change until I talk with her about it first.”

— Paulette, Watertown, TN

“When I first met Julia and her team, I didn’t know if I had enough assets to even be working with them. She was so professional and polished. By the end of our first meeting I felt like I was her most important client and that hasn’t changed after all these years. She really taught me how to take what little I had and protect and grow it to a point where I don’t have any financial worries anymore. ”

— Deborah, Pulaski, TN