Several things: At Journey Financial we are concerned with every aspect of your planning needs. It’s important for perspective clients to understand where they are at, where they want to be and what is the best way to get there. Our team of qualified advisors can help identify and recommend viable solutions for any planning challenge you may have. We are not only concerned with the placement of your assets but also the path to help you accomplish your objectives.

We maintain a network of highly trained and respected professionals who we can refer our clients to for their subject matter expertise in associated areas such as tax planning, estate planning, business legal matters, liability insurance etc. These relationships are strictly professional. Journey Financial is not compensated by any fee sharing arrangements. Because of our desire to help you solve your planning challenges we will continue to maintain these crucial relationships for our client family.

Mostly, this is up to you. We like to maintain regular meetings of approximately 2-4 times a year to review your situation. In cases where you desire less frequent meetings, we will accommodate your request but ask that we meet no less frequently than annually. If more frequent meetings are desired, that is never a problem. Every time your visit is complete, we will schedule the next one- we always want to make sure you are on our calendar because you and your family are important to Journey Financial.

People who need more sophisticated financial planning solutions or advice will find our services appealing and beneficial. From tax free income, estate tax minimization, income deferral, sophisticated wealth transfer strategies, charitable giving, ILIT’s and structured college savings options Journey Financial can assist in providing you with outside the box solutions for complex planning issues.