Julia E Jodoin

I have a passion for taking the time to understand the hopes and dreams of my clients. It's important to me to understand what's important to you. This is where we start each conversation. Once we understand your priorities, it's part of our established process to help you identify specific financial goals and then develop strategies to help you work toward achieving them.

Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we offer investment solutions tailored just for you. We will use a 5-step approach to get you to where you want to be and then, most importantly, help make sure you stay on track.

In addition to over a decade's experience in the financial world, I attended Northwood University and graduated cum laude with a bachelor’s of business administration. In addition, I received the AAMS® professional designation. While I worked very hard for these designations and qualifications, what cannot be quantified is the human element that is so important to partnering with you throughout your life to help you and your family make your goals a reality.

Relationships are key, and I enjoy meeting face to face to build strong relationships with each of my clients. I also recognize the challenge in today's busy world of juggling professional and personal lives and how that often means there isn't much time left. That's why we also utilize Zoom and phone appointments as well as mobile and online access to connect when it's convenient for you.

I have been happily married to my husband, Kurt, since 2004 and we have one son, Lucas. Aside from being a financial advisor, wife and mom I enjoy being an active member of the community, the chamber of commerce, the Thomas Township Business Association, and as a Paul Harris Fellow in Rotary International of Saginaw Valley.

I would be honored to get to know you too. Call or email our office today to set up a time to talk.