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Julie Heath CPA CFP^®
3485 Taylor Road
Loomis, CA 95650
Tel 916-652-1379
Fax 916-652-9228
Email jaheath@heathcpa.net

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Julie A. Heath is a financial advisor offering securities through Avantax Investment Services℠, Member FINRA , SIPC, Investment advisory services offered through Avantax Advisory Services℠

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. Content, links, and some material within this website may have been created by a third party and was not written or created by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax or its subsidiaries.

Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

Separate from the financial plan and my role as a financial planner, I may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

© 2022 Julie Heath | CPA CFP® All rights reserved.