Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc Email & Phone Number

Julia Lembcke, CFP®, CLU®, ChFC®, CLTC, has proudly served successful, family-oriented women and couples age 55 and older in Palm Beach and Martin County for over ten years. Helping these women and couples gain financial insight, confidence, and clarity is her passion and she stops at nothing to achieve her clients’ goals- needing an income plan for retirement, mitigating taxes, effectively passing on wealth to children, grandchildren, or charity, and having a choice when it comes to receiving long-term care or helping care for an elderly parent.She believes that women struggle with different fears and frustrations than men and that there’s a lack of competent, female-oriented financial advisors to address these unique fears and frustrations. Julia continues, “We as women have competing priorities in life, care for more than just ourselves, and face very different challenges than men. As such, we need to be advised accordingly. This demands more listening, less financial jargon, and a more customized approach to financial planning that incorporates the woman’s values and wishes at the core.” Furthermore, women live 6 years longer than men on average, which exposes them to a greater longevity risk that must be addressed with an advisor who specializes in this area.Women want security for their family and for future generations. They want to use their wealth to be independent and to have the freedom to make choices about how they live. In general, successful women want to use their wealth to make the world a better place for their children, grandchildren, and great-grandchildren. After their loved ones are taken care of, they want to devote time and resources to causes near and dear to their hearts and to philanthropy to support their community. You deserve to have an advisor who truly listens to your story, appreciates your hard-work and personal accomplishments, and devotes their time to helping you through life’s demanding and challenging transitions.

Listed skills include Estate Planning, Financial Advisory, Financial Planners, Fixed Annuities, and 35 others.