Financial Planning

Financial planning is a process that helps you determine where you are financially, and where you want to be in the future. Once we have determined together your objectives, we will prepare a plan to help you accomplish them. Journey Financial will also be there with you every step of the way on your Journey!

Insurance Planning

Insurance is an important aspect to any financial plan. Insurance products can be utilized to accomplish several things for your family including tax-free death benefit, assistance with long term care expenses, estate tax mitigation and tax-free income. Whatever your needs Journey Financial is standing by your side to assist you with all the information to make the choices that are best for you.

Medicare Planning

Once you are nearing age 65 it’s an important time to know what options you have available for your health care needs and your Medicare options. Journey Financial is here to assist anyone age 65 and older with their Medicare needs and meet with our client family every year to keep you updated with all the current changes.

Estate Planning

Journey Financial maintains close relationships with well-versed estate planning attorneys that can assist our client family with an array of legal documents and strategies. Our extensive planning capabilities include, but are not limited to: Estate tax mitigation, probate avoidance, asst protection, structured irrevocable life insurance trusts (ILIT), Healthcare directives, Power of attorney for assets, Living Trusts and simple wills. Whatever needs you have let Journey Financial assist you.

Tax Efficiency Planning

For many clients who come to Journey Financial, the key to reducing their tax liability can be as straightforward as taking the time to design a careful plan. From roth conversions, chartable gifting strategies, endowments, future estate taxes or gifting strategies let Journey Financial assist you in Planning Your Destination.

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.
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