My name is Julie Hinsz and I put my financial experience to work to help people manage their wealth and specialize in:
I thoroughly enjoy working with people to assess their situation and help them plan a strategy for their finances. But this isn't about money . . . it's about you, your life, and what you want out of it. Travel? Greater financial security? A new business venture? Money is just the means to make your goals become a reality. I can help you maximize your wealth so that you can spend your time on the important things in life.
Asking someone to help manage your finances and money is a big step - you should feel comfortable with your financial advisor and trust him or her completely. Your interests will always come first, and our belief is that by serving you well, we will be successful. Integrity and trust are values that are essential in a personal, financial relationship, and we will strive to earn and live up to your trust.
We set ourselves apart from other advisors and planners with our ongoing advice, resources, experience, client service, diversification and availability. We focus in on you, your life, and how your financial plan can help enable you to live your life and work toward what’s important to you.
Our process helps clients along the path to successfully achieving their life goals. Good financial planning involves more than a savings account or an investment security. Whether you're an individual, family, or small business owner, we will help to ensure that you are making the most of your assets.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. You can count on objective recommendations and impartial guidance. We're working hard to help turn your goals and dreams into REALITY!
Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Goss Advisors, a registered investment advisor. Goss Advisors and Planningteam Financial Advisors are separate entities from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, MN, ND, NV, SD & TX.