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Julie Matulia
Julie graduated from the University of South Florida with a degree in Marketing. In 1987 she found her passion helping small businesses understand, organize and maximize their employee benefits. Later, she transitioned into fee-based planning which includes Protection, Investment, Tax, Retirement and Estate Planning strategies.
Julie specializes in both Federal Employee Benefit Retirement Planning and Special Needs Planning. While each of her clients differ, the goal is always the same... "...to help provide the financial security we all want to achieve."
Associations: A member of National Insurance and Financial Professionals and the Legislative arm, LUPAC for over 21 years, and National Association of Women Business Owners (NAWBO), a source of influence and education uniquely positioned for woman business owners. Julie is also a member of ARC and Exceptional Ops, both advocates for the rights of all children and adults with intellectual and developmental disabilities.
Qualifications: Licensed in Series 6, 7, 63, and 66, Life, Health and Disability, Variable Products, Julie is a Registered Financial Consultant (RFC).
Julie.Matulia@peachtreeplanning.com
W: 678-364-1966 x4 F: 678-364-1996
235 Greencastle Road, Suite A, Tyrone, GA 30290
Julie Matulia, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 5040 Roswell R, Atlanta, Georgia 30342. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 800-366-0839 or 404-260-1600. Financial Representative, of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Peachtree Planning Corporation is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA finra.org, SIPC, spic.org
Guardian and PAS does not provide legal or tax services.
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5040 Roswell Road, Atlanta, Georgia 30342
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Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342, 1-800-366-0839. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Peachtree Planning Corporation and Peachtree Planning of Tennessee, LLC are not affiliates or subsidiaries of PAS or Guardian.
PAS is a member of FINRA, SIPC.
The Financial Representatives of Peachtree Planning Corporation and Peachtree Planning of Tennesee, LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Nina Weaver at 404-260-1677. Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and / or tax advisor for advice concerning your particular circumstances. Disability Income and Long Term Care products underwritten and issued by Berkshire Life Insurance Company of America, Pittsburgh, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state.
THE LIVING BALANCE SHEET® and logo are registered trademarks of The Guardian Life Insurance Company of America, New York, NY. Patent is pending. The trademark The Living Balance Sheet and the content and graphics on this website which relate or refer to The Living Balance Sheet system are used under license from Guardian.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.
* GAMA International, August 2007
** The Atlanta Business Chronicle 2007 Book of List: Atlanta's Top Life Insurance Agencies and Atlanta's Top 25 Financial Planning and Advisory Firms