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Julie Kimball, CFP®

Summit Financial Solutions

1816 Eagle Dr
Ste 100-A
Woodstock, GA 30189
Phone: (770) 928-8100
Fax: (770) 926-7559

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Banking
  • Asset Allocation
  • Career Change
  • Bankruptcy
  • Business Taxes
  • Disaster Recovery
  • Estate Planning
  • Corporate Finance
  • Investment Management
  • Getting Divorced
  • Getting Married
  • Identity Theft
  • Mutual Funds
  • Job Loss
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Startup
  • Succession Planning
  • Long-term Care
  • Nontraditional Households
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.