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Julie I Smith ChSNC®, CRPC®

Amerirpise Financial

Julie I Smith ChSNC®, CRPC®

Amerirpise Financial

Julie I Smith ChSNC®, CRPC®

Amerirpise Financial

Profession LogoFINANCIAL PLANNER

Bio coming soon!

Firm Description

I provide personalized financial advice for families who have individuals with special needs, to help you achieve your goals for your family member while preserving benefits, today and in the future. Together, we’ll document your goals for yourself and your family memeber, develop a future care plan and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your plan, anytime access to my office, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your family memebr's future care plan.

Hours

Day From To
Monday 9:00 AM 4:00 PM
Tuesday 9:00 AM 4:00 PM
Wednesday 9:00 AM 4:00 PM
Thursday 9:00 AM 4:00 PM
Friday 9:00 AM 4:00 PM
Saturday 10:00 AM 1:00 PM

Cost

Based on level of complexity beginning at $600.

What Is a Special Needs Planner?

Main Office

409 S Prospect Rd
Suite E
Bloomington, IL 61704

On the web

View Firm Website


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts