Julianne Incardona, CDFA
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All 50 States

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As a Certified Divorce Financial Analyst, Financial Advisor & trained Mediator, I offer a suite of services to Individuals, Collaborative Divorce Attorneys, and Mediators working through financial planning for “life’s money transitions.” These transitions include Divorce, Widowhood and Retirement. I believe in Personal Empowerment through proper planning and investing for lifetime income strategies, personal financial management, review of tax strategies for inherited, divided or received assets. Complete analysis for income and retirement needs is part of the goal oriented advising each client receives. Empowering individuals experiencing difficult, emotional or unknown financial transitions is my primary objective. This focus can be done in conjunction with traditional investing, retirement design and personal financial management. Financial clarity and pursuit of financial freedom is my goal for each client.
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Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.