Julie Ann Hepburn is the founder of National Private Client Group, Inc., a financial advisory firm headquartered in Chicago, which promotes sound wealth building principles that leave behind the broken system of typical financial planning.
More than two decades ago, as a veteran of the typical employee benefits, estate, and investment planning industry, Julie Ann questioned whether the financial products and plans she was selling her clients made them financially independent.
To forge new trails in financial planning, she was willing to disrupt the conventional financial planning model, giving up her Securities license, to help her clients build sustainable wealth and become financially self-empowered.
Julie Ann’s three-part financial planning system, Self-Empowered Wealth Buildingsm, offers her clients across the country a combination of historically sound financial solutions, which focus on:
• safeguarding principal and
• increasing the efficient use of investment dollars to build sustainable wealth, and
• creating long-term care solutions that ensure income longevity.
The ultimate goal is to provide a tax-efficient and cost-effective strategy to make sure that a client’s retirement funds outlive them.
Julie Ann is a licensed Life, Health and Long-Term Care (LTC) insurance professional and an Investment Advisor Representative (IRA) under the Prosperity Economic Partners Registered Investment Advisory (RIA). She is a member of the Prosperity Economics Movement Advisors’ Network and the Eldercare Financial Network.
She regularly speaks in venues around the country and hosts webinars to share new ideas and case studies on how clients are restructuring their financial position through her three-part SelfEmpowered Wealth Buildingsm system. She is available to speak to private groups upon request. Contact her at 312.957.9400, x 403, or firstname.lastname@example.org.