ATTAIN WEALTH PROTECTION, INC.

live and retire well

At Attain Wealth Protection, Inc., we focus on building your retirement safely, securing your assets from the government, and helping you achieve peace of mind from the “what-if’s” by protecting what matters most. Let our team create a personalized plan to achieve your retirement dreams and goals.

Life-Time Advocacy

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At Attain Wealth Protection Inc., it’s more than building an ordinary financial plan. There are many moving parts to protecting your savings from loss or unexpected events; yet it’s all connected. Whether it’s rolling over a 401k or IRA, creating a trust, or needing specialized insurances, we are there through the ever-changing seasons of your life. We make it a priority to build lasting relationships with our clients to form an unparalleled foundation of trust. We have clients we have served for over 20 years and happily inherit their children as clients! Our team acts not only as your financial advisor, but as your life advocate.

Retirement Expertise

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Julia and her team are experts at navigating retirees to and through retirement. Attain Wealth Protection, Inc. believes that hard work and saving for your “financial independence day” should be rewarded with peace of mind that your assets are secure as they grow and that your money will be there when you need it.

Medicare and Social Security

When you are dealing with government insurance, it can be very confusing and frustrating. We help you review Medicare Supplement, Medicare Advantage, and prescription drug coverage options so you can better understand your benefits and potential costs.

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Estate Protection

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Attain Wealth Protection, Inc. helps business owners, families and individuals protect what they cherish most.  There are two ways to plan – your plan that we help you create, which legally protects your legacy; or the government’s plan, probate. We believe having specific directives documented in a trust is of great importance to both you and your family’s future and ensures your wishes will be carried out.

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  • "Julia has always been spot on in getting our family exactly what we need. She has a vast working knowledge in the area of insurance and indexed strategies. Thank you Julia for excellent service, we so appreciate you!"

    ~ Dwayne & Linda S., CA

  • "Julia has been my financial and insurance advisor for six years now. She listens to my needs and has always gone the extra mile. I know she will continually be there for me, which gives me peace of mind and independence. I'm looking forward to doing more things with her and appreciate her dedication & continued support."

    ~ Jean L., TN

  • "I have been a client of Julia’s for several years. She has helped me through a difficult time following my husband’s death and I value her advice in finances, health care, and other areas. She has been an advocate I trust and my life has been much more serene and relatively untroubled with her guidance. I pray our association continues for many years - Julia has been a faithful and attentive guide."

    ~ Gayle M., CA

  • "We met Julia many years ago when she was my moms advisor. She is knowledgeable about growing our retirement and we trust her guidance. She is always a pleasure to do business with and we highly recommend her to anyone who is thinking about rolling over a 401k or IRA."

    ~ Danelle & Joel P., ID

  • "I've been working with Julia for many years. She basically does everything for me. She handles all of my insurances and set me up nicely with my retirement accounts. I take a monthly income and have peace of mind where my money is. She is thorough and consistent to meet with me on a regular basis to make sure everything is copacetic. She knows what she is doing and is very good at it!"

    ~ Tony L., CA

  • "Julia's dedication to her clients and friends has no bounds, she truly cares. She has cared for my needs with love and professionality, since I met her in the early 1990’s. Julia is a woman of our time and I highly respect her and admire what she has accomplished and will continue to do so. This angel has wings."

    ~ Patricia S., CA

  • "Julia is very detailed and takes the time to explain the information and I appreciate all of her knowledge and expertise with planning mine and my families future and protection. I highly recommend Julia to review your finances and take the next steps."

    ~ Jennifer S., CA

  • "Meeting and working with Julia has been a blessing. She has been able to assist us in every area mentioned above, spelling things out to us clearly and succinctly in a friendly yet very professional manner. Her years of knowledge and experience, her hands on style and her genuine concern for us, and for all of her clients, has definitely put my wife and I at ease and we are feeling much more comfortable knowing that as we get closer to retirement we are being looked after so thoroughly."

    ~ Mark T., CA

  • "Julia and her team have been truly a lifeline for me to reverse the damage I incurred by trusting a larger investment firm to handle my investments. I was hemorrhaging losses and knew that I needed to make a big change. A friend suggested I speak with Julia and I am so grateful that I took her advice."

    ~ Barbara K., CA

  • "Julia is a wonderful financial consultant and has the utmost integrity with her clients. I highly recommend her."

    ~ Paul And Catherine S., CA

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