Videos by Julie Melton - Northwestern Mutual in Opelika. Julie Melton is a Northwestern Mutual financial advisor who helps individuals and businesses
Are you looking for the right financial advisor to fill in the blanks? I'll partner with you on solving the puzzle of life by having better conversations with you which brings you to a better way to money.
Reach out to me now.
Are you looking for the right financial advisor to fill in the blanks? I'll partner with you on solving the puzzle of life by having better conversations with you which brings you to a better way to money. Reach out to me now.
By surveying our clients, we found that those individuals who worked with someone like me on a comprehensive plan including life insurance, investments, and annuities were part of the 80% of our client base that enjoyed life more comfortably. Reach out to me now and get that 80% feeling yourself today. Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023
1 in 4 Americans expect to receive an inheritance. Ready to talk legacies? Let’s chat to learn more about what you can do today to leave one in the future. *Planning and Progress Study, 2024.
When you're looking for a better way to money, you won't need to rely on what a survey says. I'll ask you better questions to get better answers to design a plan personalized to you. Connect with me to hear more.
Independent analysis shows that clients with a comprehensive financial plan understood their bigger financial picture, had confidence in the progress of their goals, and felt emotionally better in other areas of life compared to people without one. If that's what you're looking for, reach out and let's talk about a better way to money. Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023
You work hard, let me help your retirement savings work even harder. *Planning and Progress Study, 2024
I ask better questions to get to the better answers which then brings you closer to—you guessed it—a better way to money. Because when it comes to your financial future, I'm not playing games. Reach out now and let’s have a better conversation. http://spr.ly/61825KIhE
81% of clients with a comprehensive plan said they feel optimistic after partnering with someone like me on planning their financial future. How’s that? Well, I ask better questions to have better conversations which then leads to a better way to money. Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023
When we’re better, you’re better. Our holistic financial planning approach is designed to deliver superior outcomes, so you feel good about your money and your life. Reach out to find out more about a better way to money. http://spr.ly/6188eFjaY
Rare, medium, medium-rare…on International Hamburger Day, there are so many ways to prepare a burger. And none of them would be wrong. After all, it’s all about personal taste. Creating a good financial plan with you is like that, as well–the plan I work on with you will be based on personal preferences. But possibly unlike your burger order–and I’m not judging!--all of my financial planning will be well done.
Right now, you may be thinking that a good financial plan is almost as far-fetched as unicorns and dragons. But I’m committed to working with you on creating one, without involving any ancient wizardry. Take our financial planning tour to start your journey today, and then reach out so I get you that much closer to living happily ever after. http://spr.ly/6182dzVf8
Bumper Stickers
Your favorite team. How much you love your pet. The marathon you just ran. There’s so much to share with the world when it comes to your car’s bumper. But I can't help thinking that having a financial plan is also worth being proud of, whether you’re doing it for yourself, a baby on board, or a student driver. Whatever the motivation, reach out to me today and find out why having a good plan is bumper-brag-worthy.
Even though graduation may seem far away, it’s never too early to start preparing to pay for college. Let’s get together to work out a plan that works for your wallet and their future. *Planning and Progress Study, 2024.
Am I On Track for Retirement?
Life comes into view pretty quickly. So even if retirement may seem far off, it’s still a good time to reach out to me about planning for one. But first, take our Am I On Track For Retirement quiz now, and find out if you’re bringing your retirement on the horizon into focus. http://spr.ly/6181bLb6D
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It’s my job to help you realize your dreams through good financial planning. But first, let me help you get a better understanding of what makes a financial plan good–reach out to me and let's chat more about what goes into making one that brings you closer to your life goals. http://spr.ly/6185bLwEX
Prediction Cards
If you’ve been wondering what’s in the cards for you financially, well, now’s the time for you to connect with me and find out. And while I also rely on readings, I typically do that with financial statements. Reach out to me and let’s work on your good plan together.
Planning & Progress Stat #1
Saving for retirement is a hot button issue for a lot of Americans. Each generation views it differently. Let’s chat about your thoughts.
*Planning and Progress, 2023
20s-30s
I know what you’re thinking–how did I all of a sudden become an adult? Well, the good news is that adulting happens to all of us, and when it does, you don’t have to do it alone. Read our Guide to Financial Planning in Your 30’s for tips on how to make the transition from the big 2-0 to the big 3-uh-oh more seamless. And if you have any questions, I’m here to help out. http://spr.ly/6183Zwy0W