Julie A. Dillon,  CFP<sup>&reg;</sup> - Financial Advisor

Julie A. Dillon, CFP®

Certified Financial Planner

Dillon Financial Partners

215 N 3rd Street, 215 N 3rd Street
Brainerd, MN 56401
FINANCIAL ADVISOR'S WEBSITE
(218) 829-0356 CONNECT WITH Julie
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General

Julie Dillon is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Dillon Financial Partners in Brainerd, MN and the surrounding communities.

Financial Advisor Overview

My approach to personal financial planning is to have real and open conversations. We will have great conversations to help identify your attitudes, goals, and objectives; I will analyze the information obtained in order to develop alternatives for your consideration; to educate you about the implications of selecting a particular route; to implement the ideas selected by you; and to periodically update the plan. It is my goal to become your chief financial advisor and to coordinate efforts of your other advisors in your best interests. I want you to be educated about your own financial affairs and to take an active role in managing them. In order to serve you best, it is my goal to provide an atmosphere in which you are comfortable talking and sharing. My office is meant to be casual and comfortable. I endeavor to consistently act in the interest of my client and to place his or her interest ahead of my own. Moreover, I believe that a client should be both informed and proactively involved in his or her own personal financial affairs.

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Financial Advisor Experience

Julie Dillon is a Certified Financial Planner with over 20 years experience. She understands your situation is unique and loves to help people just like you reach your financial goals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst

Insurance Licenses

  • Life insurance: MN,CO, WA, FL
  • Health/disability insurance: MN
  • Fixed annuities: MN, CO, WA, FL
  • Variable annuities: MN, CO, FL

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Dillon Financial Partners is an independent firm and not affiliated with Money Concepts Capital Corp. All Securities Offered Through Money Concepts Capital Corp. | Member FINRA / SIPC Money Concepts Advisory Service is a Registered Investment Advisor with the SEC. All Non Securities and Non Advisory Products through Money Concepts International, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources