What’s the minimum level of assets you require for your clients?
At Financial Dynamics & Associates, Inc., we work with clients who work with women who have at least $200,000 or more saved for retirement. We treat all with the same degree of care, concern and planning. We encourage any woman who is concerned about her financial future to contact us. And we offer the same level of care, attention and compassion to all clients.
How are you compensated for your services?
Investment services are fee based, insurance carriers compensate us directly and we assess a one -time lifestyle planning fee.
How do you help with emotional and health issues?
We understand the ways finances can affect our emotional health and even our physical health. While we are not qualified in those fields, we're glad to offer referrals to qualified professionals. Of course, you'll always find a caring, concerned professional at Financial Dynamics & Associates, Inc. who will listen, and yes, even hold your hand.
What services and guidance do you offer for legacy protection?
Our firm doesn't provide legal advice, but we can discuss financial products such as life insurance and annuities that can help protect and preserve your legacy. Additionally, we can work with other qualified professionals including attorneys and tax advisors to address your concerns.
What are your qualifications?
Julie has passed the Series 6, 63 & 65 & holds Life, Health & Annuities licenses in the state of Virginia.