No matter who you are, it’s important to take charge of your finances so you can live as securely and comfortably as possible. Many families undergo major changes that require intricate financial knowledge to navigate. Whether you’re retiring, expecting a baby or making a big move, it’s crucial that you have a plan for your financial future. That’s where Journey Financial comes in.
The Art of
Let Us Help You Bring Your Retirement Picture To Life
Journey Financial, in conjunction with Journey Financial Investments, is a full-service comprehensive Financial and Retirement Planning Firm located in Olathe, KS. All our advisors have many years of planning experience, and we are confident that we could assist you with any of your planning needs or concerns.
The firm’s mission is to deliver comprehensive and thorough financial and retirement plans that help each one of our clients to and through their retirement journey.
Tax Efficiency Planning
Social Security Planning
When is the best time to start taking your social security benefits? There are many strategies to maximize your potential lifetime distributions from social security. Let Journey Financial assist you in maximizing your benefits by utilizing our social security maximizer software.
You Are Unique, And Your Retirement Journey Should Be To!
Journey Financial has established strategic alliances with licensed professionals that provide a wider degree of planning efficiency vs. other local firms. We understand that everyone is different, and each specialized plan we create will be tailored to your individual needs and requirements.
We formulate recommendations that are based on your goals and objectives. Identifying, quantifying, and prioritizing your various goals is a crucial and integral part of the planning process. The planning process can encompass many areas of your life and not just in the financial arena. Journey Financial is here to guide you to and through retirement. “Plan Your Destination” and enjoy your JOURNEY!