Focus: Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Insurance Strategies
Julie Bird believes in the power of planning to help her clients live the best lives they possibly can. Julie focuses her financial planning skills and expertise on helping her clients maximize what they have; making the most use of their incomes and assets, and making sure the plans they put in place integrate all aspects of their financial lives. Julie's clients - high-income and high-net-worth individuals, professionals, executives and business owners, look to Julie for holistic, coordinated plans that help to efficiently provide financial protection, savings, and growth for their families and businesses. Julie is an active presence in the Fort Worth area; supporting women-owned businesses and giving back to the community with fundraising and charitable activities. Golf is a large part of Julie's life, both as an active golfer herself and in her community and charitable activities, such as her role as the Clubhouse Manager for the Dallas/Fort Worth area Women on Course golf networking group. When she's not working or golfing, Julie loves spending free time with her three grown children.
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2273 E. Continental Blvd Suite 120
Southlake, TX 76092