Julia Weston
MBA, CFP®, FIC, CLTC®
State(s) Licensed: AZ, CT, FL, MA, ME, NC, NH, NY, PA, RI, SC, VT
1789 New Britain Ave Suite 22
Farmington, CT 06032
State(s) Licensed: AZ, CT, FL, MA, ME, NC, NH, NY, PA, RI, SC, VT
I want to help you live the retirement of your dreams!
My greatest joy in life is my family. Second to that, it’s getting to tell a client, “Congratulations, you can retire when and how you want.” I also love meeting with clients every year as they journey through retirement and share good news about their travels and growing grandchildren. When things go awry, and they need a new roof or are managing a health issue, I am proud when I can say, “It’s going to be OK, because we planned for the unexpected too.”
The Big Picture
Mission
To help our clients spend their retirement doing what they love with those they love.
Vision
That each family we work with has a more fulfilling life because they’ve worked with us.
Goals
- Provide high quality advice
- Create a joyful client experience
- To be approachable, reliable, and professional
- For all members of my team to enjoy balanced and fulfilled lives
Values
- Family
- Service
- Education
- Integrity
Who We Serve
Our clients are usually those approaching and living in retirement, and increasingly we are also working with their children who are young professionals with families. Our clients find us because they are seeking guidance as they enter retirement or are looking to delegate their investment management to a team of professionals. They often want a plan in place for income generation, tax efficiency, long-term care, and estate planning. Many new clients tell us that they chose to work with me because I am a Certified Financial Planner™ Professional.
Financial Guidance
When you have a particular financial issue arise, you can turn to me for help. Perhaps you are expecting a new baby and need to review your options for life insurance, or you are opening a small business and need to select a retirement plan. Other common instances in which I am sought out for financial advice include:
- Reviewing your investment portfolio’s asset allocation
- Handling an inheritance
- Rolling over a company retirement plan
- Building education savings
- Planning for a Long-Term Care event
What is a CFP® Professional?
I am a CERTIFIED FINANCIAL PLANNER™ professional. I offer retirement planning, investment management, and help implement life and long-term care insurance. But what gets me out of bed every morning is you, your family and the joy of being able to use my passion for financial planning to help make your life easier.
A CFP® professional can help you navigate your financial life and help secure your financial future. You can hire a CFP® professional to help with a particular financial need or to create a comprehensive financial plan.
CFP® professionals meet rigorous financial planning education, experience and ethical standards, and they have made a commitment to CFP Board to act in your best interests, at all times when providing you financial advice or financial planning services, to help you reach your financial goals.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Farmington Office
- Phone:
- 860-492-6800