Since 1996, Julie McGuire has been helping her clients gain peace of mind and building plans to help them achieve their dreams for the future.
Whether that be a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business, or leaving a legacy to your loved ones, Julie can work with you every step of the way.
Please complete the form below for your free download of the Top 10 Considerations for Strategic Philanthropy.
* By providing your e-mail address you provide us with your express consent to send you electronic communications in relation to your finances/investments that may be of interest to you. Your personal information shall remain strictly confidential and used for the purpose for which it was provided. Your personal information will not be distributed or sold. If you choose to discontinue receiving e-mails, you may unsubscribe at any time. Please visit www.assante.com/privacy-policy for more information on Assante’s privacy policy.
* required fields