Background on the office of Jullie & Associates, P.A.

Michael A. Jullie, CFP® was the principal of Jullie & Associates, P.A. until his passing in 2016. His son David M. Jullie has now taken on that role.

Mike pioneered his own financial planning software in the early 1990s.   Our organization takes pride in providing comprehensive Financial Services to families, individuals, and small businesses. We have been at the same location in South Miami, Florida since 1980.

Jullie & Associates, P.A. offers financial planning services as a branch office through Signator Investors, Inc.. Our financial professionals are not "Captive" agents, nor do we have restrictions as to what companies or products we use to help fulfill clients’ needs.  

At the core of our disciplined approach is the calculation of clients’ desired retirement objectives and goals through scenario analysis. After which, we assist clients in developing an appropriate strategy based off their objectives and constraints.  Once an agreed upon strategy has been implemented, it is reviewed and amended as necessary at least annually.

Additionally, we hold strategic alliances with Attorneys, Accountants, Insurance Agents, Mortgage Brokers and Realtors.  Most clients come to our office two or three times a year to update their financial plan, review their investments, and address any required changes. Concurrently, clients may also meet with an attorney, accountant, and other professionals all in one day. This model has had positive feedback from existing clients saving valuable time for work and family.

Our office works with hundreds of teachers and other government employees in saving and planning for retirement.  Our firm can provide specific guidance to clients who are eligible for these benefits.

We thank you for your consideration and look forward to helping you achieve your long term financial goals.

 

Representatives of Signator Investors, Inc. do not provide tax and legal advice.  Please consult your tax advisor or attorney for such guidance.