Reviews

I had the good fortune of meeting Julie through my father, who attended several of her very informative seminars on estate planning. To protect our assets, we had Julie create our family's living trust. Julie was so thorough and brought up all possible scenarios in order to protect us that we feel rest assured that our assets will be well protected under the protective umbrella she created for us. Thank you so much Julie. Peace of mind is priceless!

My broker referred me to Julie and I’m so glad she did. Julie is amazing! My father-in-law had a very complicated situation and Julie was able to come up with multiple different solutions to help us in the process. She’s very easy to get ahold of and is extremely responsive and communicative. Even during the most stressful of times, she was able to reassure us that everything would be ok. I’ll definitely be referring everyone to her. Mahalo again Julie!

Julie is very professional and knowledgeable. She is very friendly and could answer all our questions and even answered questions that we didn't think of. The information she gave us was clear so we could understand everything we needed to know. We could call Julie if we had any questions and she took the time to answer them without feeling rushed or that we were bothering her. Thank you Julie for all your hard work!!