Journey Financial Services is a comprehensive financial services firm dedicated to providing you peace of mind on the journey to and through retirement. We help our clients:

  • create and safely grow wealth for retirement;
  • protect their life savings from unnecessary taxes, risks and fees;
  • plan for the distribution of their retirement assets in the most advantageous manner possible while securing a reliable income for retirement; and,
  • transition their estate to loved ones when the time comes.

Consider us your financial guides on your wealth and retirement journey. Take the first steps to securing your financial goals with Journey Financial Services.

Workshops

Make plans to attend one of our upcoming workshops and gain the information you need to make critical financial decisions. Register now!

Our Services

Make your money work hard for you. Let Journey Financial Services help you with:

  • Portfolio risk analysis
  • 401(k) rollovers
  • Reducing taxes
  • Social Security income planning
  • CD replacement strategies