Julia Chung, CFP®, CLU®, FEA, TEP
Partner, Sr. Financial Planner
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The advice was thorough, concise, and very detailed. It is clear that there was a great deal of time and consideration put into the analysis and final recommendations, which were very clearly explained in the planning meeting. Also, it was a pleasure to work with the people at Spring Financial: they were always friendly, prompt with answers, and very helpful.
There’s no pressure to purchase any investment or insurance through her or any associate she has introduced us to; but rather an assessment and guidance on plans we have for the future.
While financial conversations can be daunting and confusing, Julia has a way of making the information understandable and relevant.
The financial plan she put together for us has provided context, clarity, and comfort. It’s also a great tool to help us make decisions and stay on track toward our financial goals over the long haul. Everyone should have one!
What We’re Writing
You may say to yourself, “I don’t have a trust, those are only for billionaires. This won’t apply to me.” But wait… it might. The new trust requirements significantly impact the kind of trust that you didn’t realize was considered “a trust”.
It’s a new year, but remember: Time is a construct. The truth is, you can start your year whenever you want. If you thought the start of the year got away from you, let us reassure you that you can start right now.
Get ready for 2024 – a year promising more changes! While specifics are still a mystery (who doesn’t love surprises?), we’ve got insights, especially in the financial realm. Curious about what’s coming? Here’s a sneak peek into the future.