Is Journey Financial Planners the right financial planning and investment advisory firm for you or your business?

Yes, if you…

Are

An independent thinker who is an entrepreneur, professional or a business owner. We also work with people who are self-employed or currently retired.

Need

Financial strategies and investments that are sound and appropriate for you. We specialize in retirement planning and smart, risk-adjusted portfolios. Retirement planning, investments, insurance, tax planning, education funding, estate planning and charitable contributions add to your already long “to do” list – outsourcing to a trusted advisor is a smart move.

Want

Objective strategies and access to investments that only an independent firm can provide. Benefits include: results, low cost, choices and control. Choose your own transparent fee structure: retained, project or hourly. No commissions, period.

Understand

That results come from a disciplined process. Most people are not clear about how to assess their current situation or even their short and long term goals and create plans that are either overly cautious or unrealistic. Scenario-based planning can reveal clear choices for reaching your goals.

Explore

Call or email to explore our service offerings. Whether you have never worked with a planner, are a happy “do-it-your-selfer”, have your investments with a broker, or need a better retirement plan for your business, it’s all about finding the right relationship. Here’s what to expect if we work together. Complete and return our Confidential Questionnaire and benefit from a free one-hour consultation.