Julie Thompson is a licensed financial and insurance professional. Her specialty is the development, execution, and maintenance of retirement plans for our clients here at Financial Dynamics. Julie’s purpose is to increase the value our clients receive, build life lasting relationships, and help families align their retirement goals with their personal values.
At Financial Dynamics & Associates, Inc., our Woman's Worth® program focuses on working with women. We understand the emotional and even the physical-health issues that women may face when dealing with finances. And we can help. Because ladies, it’s not just about the money! It’s about Total Well Being!
Our services include:
Additionally, we can refer you to professionals who provide the following services:
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