News

St. Petersburg Times, March 2008 – Julie Lawrence, in Tampa, Florida was interviewed by Nicole Hutcheson at the St. Petersburg Times newspaper about cutting the fat from your budget. She also offered suggestions for putting together and sticking with a spending plan. Julie, who works with middle-income clients, is committed to helping people who may be struggling to find solutions to their financial challenges.

MSN Money, May 1, 2006 – “One earner, two retirements? Yikes!” by MP Dunleavey discusses how two different women who are single breadwinners can save for retirement for themselves and their spouses. Julie Lawrence, working with Florida Financial Advisors, Inc. in Tampa, Florida offered suggestions to involve grandparents in contributing to 529 plans and pointed out that the two women featured in the article both should stop worrying about returns and start focusing on saving more.

FOX TV Channel 13, October 2004 – Julie Lawrence, in Tampa, Florida was interviewed on October 4, 2004 during the “Ask a Planner” segment of Fox TV Channel 13’s Good Day Tampa Bay program. Julie served as a volunteer on the “Ask a Planner” hotline sponsored by FOX 13 in recognition of National Financial Planning Week. She commented that all average consumers have a need for financial planning at some time in their life. Julie also discussed the various methods by which planners are compensated.

Financial Planning.com, July 2004 – Julie Lawrence, in Tampa, Florida was interviewed for her comments on consumer confidence in the market. The author writes that consumer confidence hit a two-year high in July 2004 – but that seems to reflect the attitudes of the affluent rather than the middle market, according to financial planners. Planners such as Julie Lawrence, who work with middle-income clients, say they aren't seeing evidence of the consumer confidence boom everyone is talking about. Julie works primarily with retirees who have average investment assets of $300,000. "I'm seeing the hanging-on-to-my-money group," she said. "They're very afraid of losing money. They're willing to save more, particularly those with fewer assets, that don't make as much money, who we would consider lower income." Julie is committed to helping clients who may be struggling to find solutions to their financial challenges.

Financial Planning Magazine, April 2004 – Julie Lawrence, in Tampa, Florida, was interviewed for her knowledge about insurance partners for financial planners. The author writes that many of the big insurance players have not taken a good, hard look at how to work with an increasingly consultative rather than transactional financial workforce. Lawrence agrees, "If traditional companies could work better with us, I would work with them." But since they don't, she is more than happy to work with Low Load Insurance Services, located in her own backyard in Tampa. Lawrence finds out what her clients want, gives them an idea of what insurance will cost, and then sends them to http://www.llis.com/. "Clients I've referred them to are happy – the service is great, and it's less expensive than traditional insurance."