I consider all of my clients my friends. I get to know them and their families, I understand their goals and dreams, we share our ideas and together we formulate a plan, which we update regularly.
In order to provide this personal level of service, I keep my client list to a manageable level. You will not be just a number to me, if I am managing your money!
Tax Management Strategies: We assess your entire financial situation to find opportunities to be more tax efficient with dollars earned and invested.
Cash Flow Analysis: We work with you to determine current and future net cash flows to give you a full financial plan and help create a detailed strategy moving into the future.
Social Security Strategizing: With hundreds of ways to file for Social Security, we look over your income needs to find opportunities to help maximize your Social Security benefits in retirement.
Investment Review: We look over your current portfolio to help ensure each investment is positioned to match your short and long-term financial goals.
Legacy Planning: you've worked hard saving and preparing for retirement, so we work with you to make sure each asset is as tax efficient as possible when it gets passed on to your beneficiaries.
Pension Analysis: We help determine what pension option fits your specific financial strategy and how to structure income distributions in retirement to help maximize efficiency and minimize tax implications.
Income Distribution Planning: We help you feel more comfortable in retirement, so you can worry about what trip to take next and not about where investment income is coming from. Our distribution plans strive to focus on tax efficiencies and are planned far in advance so you know exactly where and when the funds will be allocated.
Retirement Planning: Every retirement plan is unique, which is why we ask the right questions and help gather your financial information, so we can help build your custom financial plan.
Life Insurance & Long-Term Care Planning: Protecting what you've worked so hard to create is just as important as deciding where the funds should be allocated. We look over your current insurance statements and help determine if you are adequately covered.
Charitable Planning: Giving back is one of the most important things you can do with your time and resources. We help you give back to the organizations of your choice in the most efficient and tax-conscious ways.
Education Funding: The cost of education is ever-rising. We will help determine the best college savings plan for your children and grandchildren.
This is what we do. Don't hesitate to get in touch with us ... we would love the opportunity to become your trusted advisor!
A native of North Dakota, Julie attended Jamestown College for two years and then transferred and graduated from the University of North Dakota in 1993 with a double major in Business Marketing and Management. She holds the FINRA Series 7, 24, 63 and 66 Registrations through LPL Financial, in addition to the ND Life and Health insurance licenses.
Julie and her husband, Bryan, have two children - Nick and Mia. Julie enjoys running, exercise, cheering on her kids at their activities, and helping her clients plan their financial futures!
Marcella Hasche has been a valuable part of the team since 2008. She and her husband, Chad, live in Bismarck.
Marcella's focus is to provide outstanding customer service while building long-term client relationships. She is dedicated to ensuring that our clients have an excellent experience while working with us.
Marcella enjoys watching her two daughters and son participate in a variety of sporting events from volleyball, hockey, basketball, football and track. She enjoys exercising and is active in her local Church.
Tamara was born and raised in Billings, MT, graduating from the University of Mary in 2006 with a bachelor's degree in Business Administration. She has been with Planning Team Financial Advisors since 2010 and holds the FINRA Series 7 and 63 Registrations through LPL Financial.
Tamara assists with paperwork and maintenance of your files and records, preparing for client reviews, as well as the responsive and timely processing of your requests.
Tamara and her husband, Shawn, have two children - Kenyon and Kadence. She enjoys photography and playing softball.
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.