Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc

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

Financial Planner, URS Advisory @
Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc's Location
West Palm Beach, Florida, United States, United States
Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc's Contact Details

Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc work email

Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc personal email

n/a

Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc phone numbers

About Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc

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.

Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc's Current Company Details
URS Advisory and Insurance

Urs Advisory And Insurance

Financial Planner, URS Advisory
Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc Work Experience Details
  • Urs Advisory And Insurance
    President
    Urs Advisory And Insurance May 2010 - Present
    West Palm Beach, Fl
    Julia specializes in serving successful, family-oriented women and couples aged 55 and older throughout Florida. Growing up with a strong, financially independent mother, she realized early on that there was a lack of financial confidence in most women that needed to be remedied. This inspired her to help women gain financial insight, confidence, and clarity.Julia and her team will work with you to achieve these goals and others: receiving a specific income in retirement, mitigating taxes, effectively passing on wealth to children, grandchildren, and/or a charity, protecting yourself and your family against the rising cost of health care, and reducing exposure to market volatility.URS offers Medicare solutions, long-term care planning, legacy planning, and comprehensive financial and retirement planning. At URS, our genuine concern for each and every one of our clients and our hunger for knowledge on all subjects regarding retirement is what sets us apart. The relationships they foster with their clients are the foundation of their practice.

Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc Skills

Estate Planning Financial Advisory Financial Planners Fixed Annuities Fixed Asset Management Insurance Retirement Planning Medicare Financial Planning Iras Critical Illness Investments Advertising 401k Retirement Plan Consulting Equity Indexed Annuities Roth Ira Financial Services Medicare Advantage Fixed Income Analysis Life Insurance Underwriting Universal Life Strategic Financial Planning Microsoft Word Microsoft Excel Financial Goals Long Term Care Disability Insurance Long Term Care Insurance Small Business General Insurance Public Relations Term Life Insurance Health Insurance People Skills Retirement Brokers Accident

Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc Education Details

Frequently Asked Questions about Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc

What company does Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc work for?

Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc works for Urs Advisory And Insurance

What is Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc's role at the current company?

Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc's current role is Financial Planner, URS Advisory.

What is Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc's email address?

Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc's email address is ju****@****ory.com

What is Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc's direct phone number?

Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc's direct phone number is +177270*****

What schools did Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc attend?

Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc attended The American College, The American College, The American College, University Of Florida - Warrington College Of Business, Martin County High School.

What are some of Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc's interests?

Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc has interest in Children, Economic Empowerment, Environment, Education, Arts And Culture, Health.

What skills is Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc known for?

Julia Lembcke, Cfp®, Clu®, Chfc®, Cltc has skills like Estate Planning, Financial Advisory, Financial Planners, Fixed Annuities, Fixed Asset Management, Insurance, Retirement Planning, Medicare, Financial Planning, Iras, Critical Illness, Investments.

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