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Julie A. Dillon, CFP®

Dillon Financial Group

11610 Andrew St
Brainerd, MN 56401
Phone: (218) 829-0356
Fax: (877) 355-0545

Toll-free: (877) 355-0545

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Household Income Minimum: $0
Investable Asset Minimum: $200,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Government & Military
  • Irregular Income
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Women's Finances

 

How Planner Charges

Considerations: Many options available for compensation.

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