Grace Rubert
I met Julie at a seminar at the Glenway Golf and Country Club. I was very impressed with her presentation and scheduled a consultation shortly thereafter.
Julie is not only warm and friendly, but she is very sincere. She can be trusted to do the right thing and like a good friend, she is not afraid to tell you the truth and give you a gently push if you need to take action. Her thoroughness and honesty brings me total peace of mind.
I recommend Julie to anyone looking for clarity, integrity and professionalism. She understands me and my objectives and helps me to stay focused on what I need to do.
Wealth Maximization Group Services

Financial Planning

Financial success always starts with a plan.

Retirement Planning

A dream retirement starts by planning now.

Estate Planning

Concerned about your legacy? We can help.

Tax Planning

Maximize your cashflow by minimizing your taxes.

Portfolio Analysis

Proper asset allocation is key.

Insurance Analysis

Not sure you have the right coverage? Ask us.