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Julie Koschik, NSSA® Advisor · OH

A professional headshot of Julie Koschik, Director of Business Services of Dyke Yaxley LLC

Julie Koschik

Director of Business Services, Dyke Yaxley LLC

1468 West 9th St Suite 100 Cleveland, OH 44113
OH

2166446972

www.dykeyaxley.com

NSSA® Certified #1727

Professional Profile

Julie Koschik is a highly respected Director of Business Services at Dyke Yaxley LLC, a specialized tax firm serving clients in both the US and UK. Based in Cleveland, Ohio, Julie brings extensive expertise to individuals and businesses with transatlantic income and presence, making her an invaluable resource for those navigating complex tax and Social Security matters. With a reputation for reliability and a deep understanding of the nuances involved in cross-border taxation, Julie is dedicated to providing tailored solutions that meet her clients' unique needs. Whether you're looking for guidance on Social Security benefits or strategic business planning, you can trust Julie to deliver insightful advice and exceptional service, ensuring you achieve your financial goals. Connect with her today to experience the competitive advantage of expert advice in this niche market.

As a holder of the NSSA® Social Security certification, Julie Koschik brings specialized knowledge of Social Security planning to every client relationship.

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Why ARPI-Certified

How an ARPI-Certified Advisor Can Help You

ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.

Avoid Costly Claiming Mistakes

Social Security rules are complex — small missteps can cost thousands in lost benefits. An ARPI-certified advisor ensures you make informed decisions and avoid costly errors.

Holistic Retirement Planning

Your Social Security strategy doesn’t exist in isolation. An ARPI advisor integrates it with your full retirement plan so your assets work together toward a secure future.

Personalized Guidance You Can’t Get Elsewhere

The Social Security Administration provides information — not strategy. An ARPI-certified advisor delivers tailored solutions based on your unique circumstances and goals.