Julie Fuller, RFA, EA

Julie Fuller, RFA, EA In accordance with the US Securities and Exchange Commission rules, a "Like" should not be interpreted as an endorsement of the firm or its advisors.

I love helping pre-retirees who are asking 'will I have enough money to retire?' Together, we will walk through retirement strategies to achieve your goals, reduce your risk and build your wealth!

Behind every great team is an even greater admin crew to keep things running smoothly!  Olivia had an awesome time brain...
08/03/2026

Behind every great team is an even greater admin crew to keep things running smoothly!

Olivia had an awesome time brainstorming and collaborating with other admins in our region. Looking forward to putting these ideas into action!

Jumping on the bandwagon! If it involves taxes, retirement, or “Am I doing this right with my money?” — I’m your girl!Le...
02/05/2026

Jumping on the bandwagon!

If it involves taxes, retirement, or “Am I doing this right with my money?” — I’m your girl!
Let’s make smart moves (and still have a little fun doing it). 😉

A charity walk I was part of earlier in December... I was proud to be a part of it ❤️
12/30/2025

A charity walk I was part of earlier in December... I was proud to be a part of it ❤️

The numbers are in!

Hosted by Money Concepts Women in Business, this walk was a living expression of who we are and what we believe. Together, we raised $5,625 for Ronald McDonald House Charities of South Florida, turning shared intention into real support for families navigating some of life’s hardest moments.

Honoring the memories of Alice Walsh and Pat Dodds made this effort even more meaningful. Their legacies reflect the very foundation of Money Concepts. Lead with love. Show up fully. Put people first. Carrying their names forward through this work is a reminder that true impact is built through compassion, generosity, and community.

To everyone who walked, donated, shared, and stood with us, thank you. Because of you, families have a warm place to stay, meals to share, and the reassurance that they are not walking alone. This is what it looks like when we dare to give more and let heart lead the way.

Work hard, relax harder. Cheers to a well-deserved Labor Day! ☀️
09/01/2025

Work hard, relax harder. Cheers to a well-deserved Labor Day! ☀️

Backpacks today, diplomas tomorrow. As your kids head back to school, don't forget to plan ahead for their future educat...
08/20/2025

Backpacks today, diplomas tomorrow. As your kids head back to school, don't forget to plan ahead for their future educations with a 529 plan 🎒🏫

📞 937-498-4041
✉️ [email protected]

08/06/2025
Tax-free weekend: it’s like a sale... on taxes! For once, the government is giving you a discount—don’t let it go to was...
08/01/2025

Tax-free weekend: it’s like a sale... on taxes! For once, the government is giving you a discount—don’t let it go to waste!

A great week spent in Nashville at our annual Financial Planning Conference. Who said finance can’t be fun?!
07/25/2025

A great week spent in Nashville at our annual Financial Planning Conference.

Who said finance can’t be fun?!

Your money should work as hard as you do! We offer personalized financial planning, investment advice, retirement soluti...
07/23/2025

Your money should work as hard as you do! We offer personalized financial planning, investment advice, retirement solutions, and more – so you can live life confidently.

📞 937-498-4041
✉️ [email protected]

🎉 Just had an incredible experience attending Money Concepts 2025 Financial Planning Congress! 🎉  - via   event app
07/16/2025

🎉 Just had an incredible experience attending Money Concepts 2025 Financial Planning Congress! 🎉 - via event app

Address

100 S Main Street Suite 206
Sidney, OH
45365

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19374984041

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