your trusted advisor
At MacNeil Financial Services, you’ll meet Julie MacNeil, a retirement architect for those in Utah and the Salt Lake counties. This financial advisor can do more than assess your finances and encourage you to save. Her approach is to carefully build your secure income during retirement, so you have new revenue coming in every month. The more you can build a strong foundation, the less you’ll have to rely on your savings.
About Julie MacNeil
Meet Julie MacNeil, a financial expert who finds true joy in connecting with her clients on a personal level. With over 20 years of experience, she specializes in helping individuals prepare for their retirement. Julie’s dedication to her clients goes beyond financial advice; she forms genuine friendships and becomes a part of their lives, celebrating weddings and supporting second-generation clients.
as seen
My Services
Retirement income planning at MacNeil Financial Services allows clients to breathe a little easier about how much they have saved up. In a nutshell, the strategy focuses more on bringing new streams of money in every month, whether that’s by maximizing Social Security or bumping up the number of rental properties you have. If you’re in Utah or the Salt Lake Counties, Julie MacNeil can show you how to do it.
Wealth management at a financial firm is a complex task, because it involves everything from estate planning to tax filing. If your assets are starting to get out of control or you believe the margins aren’t what they could be, Julie MacNeil and MacNeil Financial Services can help. Her proven strategies can get all of your accounts in order, so you can see how to maximize your resources.
A tax–free retirement may not be a simple maneuver, but it is possible if you understand how the federal, state, and local tax codes can work to your advantage. At MacNeil Financial Services, serving those in Utah and the Salt Lake counties, you can learn more about how you can organize your money to either minimize or outright eliminate what you owe to the government.
OUR difference
Together We Will
MacNeil Financial Services is more than just a financial firm. Advisor Julie MacNeil understands that her clients are looking for more than just a few tips. As you prepare for retirement, regardless of your retirement age, it’s critical to find a partner who will listen to you and guide you down the right path. If you’re looking for someone who can organize, secure, and grow your wealth over time, this is the best place you can be.
Secure your financial future with MacNeil Financial Services, your trusted partner in Utah. Dedicated to providing personalized solutions for retirement planning, investments, insurance, and more. Contact us today to take the first step towards a brighter financial tomorrow.