Sabrina Julian Investment Services

We have a wealth of information available to you. Click on any of the articles below that interest you. Be sure to review our 10 money habits to kick checklist to see where you are with your relationship with money. Remember, if the articles or the checklist have brought any questions to mind, feel free to call. We’re here to answer any questions you might have.

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AVAILABLE ARTICLES

10 money habits to kick checklist

Spending without a budget

Carrying a balance on credit cards

Ignoring interest rates

Not investigating disability insurance

Failing to see how little purchases add up

Not matching employer’s contribution to retirement

Waiting until the last minute to fund IRA

Paying everyone else, saving “what’s left”

Not managing your investments

Getting emotional about your investments

Ask Sabrina about practical solutions to avoid making these mistakes over and over, and save enough to enjoy the retirement of your dreams. Break the cycle and change your life!

CA Ins. Lic. # 0D67104

Se habla Español

Broker/Dealer
Member FINRA, SIPC, MSRB
Investment Advisor

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. Securities are offered through Pension Planners Securities Inc., 9700 Business Park Drive #102, Sacramento, California 95827. (916) 362-4107. Member FINRA, SIPC. Securities products are limited to residents of California. Securities have market risk and may lose value, including the possibility of principal loss.