ATTAIN WEALTH PROTECTION, INC.
Protecting What Matters Most.
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” in life. Let our team create a personalized strategy for your retirement dreams and goals.
Build Your Retirement
In uncertain times and inflation at an all time high, securing your savings for retirement is imperative.
Now more than ever people are searching for ways to safely grow their money that offers market-like returns without the risk.
Here at AWP, we know exactly what clients need and have solutions they are look for to protect what matters most!
It's estimated that by 2030 two-thirds of the nation’s wealth will be controlled by Women
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Approximately half of adults are not saving for retirement (48%)
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2 in 3 adults do not receive retirement saving advice from a financial professional
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It's estimated that by 2030 two-thirds of the nation’s wealth will be controlled by Women 〰️ Approximately half of adults are not saving for retirement (48%) 〰️ 2 in 3 adults do not receive retirement saving advice from a financial professional 〰️
“ I want your money to be there when you need it. I am dedicated to advising my clients on what their options are, so we can protect what matters most. ”
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Founder
Julia has a unique advantage on how to navigate her clients to safely build and protect wealth to and through the course of their retirement.
With 20+ years in the financial services industry, she knows how to guide her clients with an eagle’s eye view in the direction they need to go, while mitigating risk and loss along the way. She ensures her client’s money is there when they need it through her proprietary strategies.
Julia believes that every client is unique and individual, yet all have one or more of these common concerns:
Insufficient Retirement Savings
Outliving your Money
High Cost of Medical Expenses
Long Term Care Costs
Family Home and Assets held up in Probate
Family Assets Misdirected upon Death by not Having a Trust & Will
Leaving Loved Ones Without Survivor Income
She is convinced that people today need an advocate to consult with on a yearly basis. She understands the ins-and-outs of these important ever-changing areas, and ensures her clients have all their bases covered. Why? It's all connected.
48 % of people are not prepared for their retirement.
53% of women do not have a financial advisor.
Of those who are not utilizing a financial professional, over half say they think they would benefit from receiving retirement saving advice (54%).
Adults without a Retirement Savings, USA (2021)
Attain Wealth Protection, Inc. is built on the foundation of 3 Core Values:
Building your Retirement Safely
Securing Family Assets from the Government
Achieving Peace of Mind from the “What If’s” when it comes to your family and finances
“Most people don’t plan to fail, they fail to plan.”
— John L. Buckley
Our Services
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Building and protecting your financial assets is critical when envisioning your future with your family.
Approximately half of adults are not saving for retirement (48%).
Having protected, sustainable income is the foundation of a solid retirement.
We can empower you to have the retirement plan you and your family deserve. We have the tools and resources to create peace of mind and a solid nest egg for your future.
The time is now to begin planning for your future. It’s not too late.
Click here to book time with a retirement specialist.
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Kai-Zen can provide 60% more income than a traditional retirement plan.
If you’re a high-income earner and want to maintain your lifestyle in retirement, the Kai-Zen strategy is a proactive option, in that it puts more money toward protecting your future income without putting a drain on your current finances. This is a powerful strategy that provides a unique retirement plan for those who qualify.
Click here for more details about Kai-Zen.
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We believe business owners, individuals and families need to protect everything they cherish.
There are only two directions your assets can go – intentionally towards the legacy you plan for, or into the hands of the government.
Our team is passionate about protecting what matters most to you:
Your Retirement as it Grows
Your Bank Accounts
Your Home and Possessions
Your Spouse and Loved Ones
Click here to book time with a specialist.
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• 67% of Americans have no estate plan.
Slightly less than half of U.S. adults have a will that describes how they would like their money and estate to be handled after their death.
Essentially, everyone has an estate plan, it’s either their custom-made plan or the government’s.
Don’t let everything you’ve worked hard for get into the wrong hands. Julia and her team can create a personalized strategy that protects your assets and keeps them in the hands they belong in.
Click here to book a consultation.
Please find more information on our Estate Planning Website: https://www.estatedocspro.com/a/JuliaRiller
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As you design a roadmap for your future there is no greater vehicle to create peace of mind than a solid foundation of Life Insurance.
Life Insurance protects everything you hold dear.
Let our team walk you through the process to ensure that you and your family get the proper coverage to meet your needs.
Learn more about our Insurance Offerings by booking a Consultation.
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Our team offers business consulting in a range of areas including:
- Business Coaching
- Advanced Planning
- Executive Benefits
- Key Man Insurance
- Buy/Sell Agreements
- IUL For Tax Free Savings Plans
- Employee Training and Education
- Kai-Zen
- And More
Click here to schedule a consultation.
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If you’re interested in taking your insurance sales to the next level, Attain Wealth Protection, Inc. offers personalized one-on-one and team coaching. Please inquire here.
Who We Specialize In:
Business Owners
High Net Worth Individuals
Families
Retirees
Women: Single, Divorced and Widowed
Homeowners
Home Buyers
Those Near Retirement Age
Women
It has been stated that by the year 2030, women will control two-thirds of the Assets in the United States of America.
As Boomer men are passing away, we will see the largest transfer of wealth from men to women in our country. Currently, 53% of women do not have a financial advisor. Many of those who do have a financial advisor were surveyed and remarked that they are unhappy with their advisor. Julia and her team are passionate about educating, empowering, and serving women. She has a proprietary process just for women in helping them plan for a beautiful future.
Get in touch.
Planning for your retirement and getting protection that gives you peace of mind can be a daunting task. Perhaps this is your first time working with an advisor or you’re looking for a second opinion on your current plan. Either way, our team at Attain Wealth Protection, Inc. can provide the guidance you need.
