Julian P. Heggie, III, is passionate about using holistic planning and tax-efficient strategies to help clients find financial confidence. He embarked on his professional journey in 2011 as a financial representative with New York Life in Waltham, Massachusetts. He worked for New York Life until 2016, when he started his own independent firm and practice, Medicare Values, so he could serve his clients’ best interests and deliver Medicare and financial advice that educates and empowers.

As a native of Boston, Massachusetts, he is licensed to provide both health and financial products. He believes in comprehensive financial planning and strives to understand each client’s unique situation so he can meet their needs by using every available resource and optimizing financial efficiencies.

Julian has experience advising on investments, annuities, life insurance, health insurance, and Medicare. He founded Heggie Financial in 2022 to help pre-retirees and retirees successfully protect their wealth and prepare for retirement with strategies that beat inflation, taxation, and longevity risk.

Julian earned his bachelor’s degree in business marketing from the University of Phoenix in Tempe, Arizona. Julian played basketball collegiately as well as in high school, where he was also an accomplished athlete at North Cambridge Catholic High School. He played varsity basketball all four years he attended there and earned all-state recognition in basketball.

In his free time, Julian enjoys watching sports (Boston Celtics and Dallas Cowboys), watching his oldest daughter play golf, traveling, and spending time with friends and family. He currently resides in Raleigh, North Carolina.