Julie Ann Hepburn

Julie Ann Hepburn is the founder of National Private Client Group, Inc., a financial advisory firm headquartered in Chicago, which promotes sound wealth building principles that leave behind the broken system of typical financial planning.

More than two decades ago, as a veteran of the typical employee benefits, estate, and investment planning

industry, Julie Ann questioned whether the financial products and plans she was selling her clients made them financially independent.

To forge new trails in financial planning, she was willing to disrupt the conventional financial planning model, giving up her Securities license, to help her clients build sustainable wealth and become financially self-empowered.

Julie Ann’s three-part financial planning system, Self-Empowered Wealth Buildings, offers her clients across the country a combination of historically sound financial solutions, which:

• safeguards principal and
• increases the efficient use of investment dollars to build sustainable wealth, and
• creates long-term care solutions that ensure income longevity.

The ultimate goal is to provide a tax-efficient and cost-effective strategy to make sure that a client’s retirement funds outlive them.

The foundation of her system is Self-Empowered Banking, which uses the principles of the Infinite Banking Concept to safeguard principal, promote saving, and provide an alternative means of financing for individuals and businesses. Some of the benefits of Self-Empowered Banking enable clients to:

• Redirect the flow of financing costs back to the individual or company.
• Maximize access to and liquidity and control of capital.
• Create a natural hedge against inflation.
• Eliminate nearly all risk.

Individuals and businesses can use Self-Empowered Banking to finance everything from real estate and commercial equipment to vehicles, private loans, college education funding, retirement funding alternatives, and debt reduction among others. When correctly set up and properly managed, Self-Empowered Banking may create additional tax benefits.

Julie Ann is an Authorized Infinite Banking Concept Practitioner, a licensed Life, Health and Long-Term Care (LTC) insurance professional, and an Investment Advisor Representative (IRA) under the Prosperity Economic Partners Registered Investment Advisory (RIA). She is a member of the Prosperity Economics Movement Advisors’ Network and the Eldercare Financial Network.

She regularly speaks in venues around the country and hosts webinars to share new ideas and case studies on how clients are restructuring their financial position through her three-part Self-Empowered Wealth Building system. She is available to speak to private groups upon request.

Schedule a call or meeting at https://calendly.com/julieann-hepburn/60min or via email at [email protected].

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