Our client relationships are established because we take the time to understand each client's personal and financial goals. Our clients work with us because we genuinely care about helping them and we take a comprehensive approach to understanding their needs, wants and values.
We then provide solutions that we communicate in simple terms that greatly impact our client's ability to make decisions to protect their personal needs. We are a tremendous resource to businesses in negotiating and procuring insurance contracts that have resulted in incredible cost savings strategies.
Julie A. Veltus, LUTCF, FSS
Specializing in consulting with closely held businesses on their employee benefits and retirement planning, Julie Veltus has developed key strategic alliances with CPA firms to help expand their role in their clients’ total financial life. In addition, Julie is a financial advisor in providing Comprehensive Financial Planning and has a special interest is financial planning for families with special needs children, as her own son is disabled.
Holding professional designations of LUTCF and FSS, Julie also has her FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative), 65 (Uniform Investment Adviser Law Examination), and 63 (Uniform Securities Agent State Law Examination) registrations, as well as WI Life, Accident, Health, and Property and Casualty licenses.
Julie and her husband reside in Mt. Pleasant, Wisconsin, and have two children. A graduate of the University of Wisconsin-Parkside, Julie earned a B.S. in Business Administration and Finance. After graduation she was employed for 20 years at SC Johnson, a family company where she gained her experience in Corporate Philanthropy, Corporate Auditing, International Human Resources, HR Compensation and Benefits. Julie is a member of Racine Kenosha Association of Insurance and Financial Advisors, past Public Relations Chairperson and President.
Julie was also recognized as one of MMFA's Employee Benefit Advisor’s (EBA) 2017 Most Influential Women in Benefit Advising! According to EBA, Julie is one of thirty leaders whose unique client management strategies, innovative data manipulation and other industry-leading skills are transforming the field.
Check the background of this investment professional on FINRA's BrokerCheck