Financial planning gets a whole lot easier and clearer with someone you trust guiding you.
Whether you’re starting from scratch, feeling overwhelmed, or just want expert support, Julia can help you! Connect with her here 👉
https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
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It’s such an honor to give back to The Hole in the Wall Gang Camp, an organization that brings life-changing camp programs to children with chronic and serious illnesses right here in Connecticut. 💛 Thank you to everyone who followed, shared, and supported my page to help make this donation possible. Your kindness truly makes a difference.
https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
See thrivent.com/social for additional disclosures
When you utilize the expertise of a CERTIFIED FINANCIAL PLANNER®️ professional, you can set yourself up to take on retirement confidently. Feel confident about your future with Julia.
https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
See thrivent.com/social for additional disclosures
Whether you’re nearing retirement or just starting to plan, Julia Weston, takes the time to understand your story, your goals, and what matters most to you.
Offering 💼 Retirement Planning 📈 Investment Management 🛡️ Insurance Solutions
🏡 Long-Term Care & Estate Planning 💬 Ongoing Guidance +More!
👉 Contact Julia https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
See thrivent.com/social for additional disclosures
Guiding clients toward financial choices that help them live with confidence!
Its easy to get started, 👉 Contact Julia https://bit.ly/juliawestonthrivent or call 860-492-6800 Located in Farmington, CT
See thrivent.com/social for additional disclosures
We all know how stressful the holidays can be on our finances.
When you work with Julia, she helps you through personalized financial strategies that fit your goals, lifestyle, and family priorities. ✨ Make this the year you step into the season with confidence, not worry.
https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
See thrivent.com/social for important disclosures.
As a CERTIFIED FINANCIAL PLANNER®️ professional, we meet rigorous education, experience, and ethical standards. Every piece of advice, plan, or recommendation is centered on helping you reach your financial goals with confidence! Get started with Julia! https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT See thrivent.com/social for important disclosures.
No matter what stage of life you’re in, having someone to walk beside you makes the financial journey clear and stress-free. Don't do it alone.
https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
Getting ready for retirement or already there? Watch out for these common pitfalls:
• Over-withdrawing too soon
• Ignoring healthcare or long-term care costs
• Relying too heavily on one income source
• Not adjusting for inflation or taxes
• Leaving estate planning to chance
As someone with expertise in long-term care (CLTC®️) and insurance (FIC), I help clients avoid them.
💬 Want a complimentary “mistake-check” for your retirement plan? Let’s schedule a meeting.
👉 connect.thrivent.com/julia-weston
#RetirementTips #RetirementPlanning #CLTC #WealthAdvisor #ThriventAdvisor #FinancialConfidence #FarmingtonCT #FinancialPlanning #SmartRetirement
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So what exactly is a CFP®️ professional? 💼✨
When it comes to your finances, trust and expertise make all the difference.
As a CERTIFIED FINANCIAL PLANNER®️ professional, Julia Weston, MBA, CFP®️ professional, FIC, CLTC®️, meets rigorous standards in education, experience, and ethics.
A CFP®️ professional doesn’t just help you manage money; we help you build confidence, create security, and design a clear path toward your goals.
Start working with Julia and explore how she can help you align your finances and goals!
Contact Julia:
https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
If you’re ready to take control of your finances, now is the perfect time to reach out to Julia!
As a CERTIFIED FINANCIAL PLANNER®️ professional, Julia can help you create a personalized strategy to manage your money, plan for the future, and feel confident heading into the holidays.
Schedule your free consultation today to see how she can help you reach your financial goals.
👉 Contact Julia https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
You might see the letters CFP®️ and wonder — what does that mean for me?
As a CERTIFIED FINANCIAL PLANNER®️ professional, I’ve met rigorous education and ethical standards and committed to act in your best interest.
For pre-retirees and retirees, that means: a holistic look at your goals, your portfolio, your insurance needs, long-term care, and your tax exposure.
💬 Let’s talk through what a CFP®️ relationship looks like in retirement planning — reach out for a 30-minute call.
👉 connect.thrivent.com/julia-weston
#CertifiedFinancialPlanner #WealthAdvisor #FinancialConfidence #FarmingtonCT #ThriventAdvisor #RetirementPlanning #FinancialWellness #HolisticPlanning #RetirementReady
See thrivent.com/social for additional disclosures
If you’re ready to take control of your finances, now is the perfect time to reach out to Julia!
As a CERTIFIED FINANCIAL PLANNER®️ professional, Julia can help you create a personalized strategy to manage your money, plan for the future, and feel confident heading into the holidays.
Schedule your free consultation today to see how she can help you reach your financial goals.
👉 Contact Julia https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
No matter where you’re headed we help you plan out the course!
Having clear guidance from Julia at Thrivent allows you to move forward with confidence.
Connect today https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
👋 Meet Julia Weston, CFP®️, CLTC®️, FIC — your local Wealth Advisor in Farmington, CT.
Julia believes retirement planning isn’t just about numbers — it’s about people, purpose, and helping to create a sense of reassurance. With years of experience and certifications in Financial Planning and Long-Term Care, she helps pre-retirees and retirees create plans that align with their goals and values.
💬 Her favorite part of her work? “Helping clients see that retirement can be both secure and fulfilling.”
📅 Ready to start planning your next chapter with confidence?
👉 Schedule a conversation today: connect.thrivent.com/julia-weston
#MeetYourAdvisor #FarmingtonCT #ConnecticutFinance #RetirementPlanning #FinancialConfidence #CertifiedFinancialPlanner #WealthAdvisor #FinancialFreedom #ThriventAdvisor
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No matter what stage of life you’re in, now is the perfect time to get started with Julia at Thrivent. With your best interest at heart, Julia provides guidance and encouragement to help you move closer to your financial goals.
Learn more at https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
Meet Five Star Wealth Manager Julia Weston CFP®️, MBA, CLTC®️, FIC, an award-winning wealth manager in Farmington, CT.I'm excited to share this recognition I've received! https://fivestarprofessional.com/Spotlights/148542
Don’t let uncertainty haunt you this Halloween! Secure your candy and future with Julia.
Happy Halloween!
https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
If you’re ready to take control of your finances, now is the perfect time to reach out to Julia!
As a CERTIFIED FINANCIAL PLANNER®️ professional, Julia can help you create a personalized strategy to manage your money, plan for the future, and feel confident heading into the holidays.
Schedule your free consultation today to see how she can help you reach your financial goals.
👉 Contact Julia https://bit.ly/juliawestonthrivent or call 860-492-6800 - located in Farmington, CT
