Fact-Based Process

CHECK EMOTIONS AT THE DOOR

We believe that because there is a lack of process in financial decisions making, many people are left to rely on their gut. The truth is, it doesn't have to be that way.

We’ve built a three step, fact-based, process to help people through any financial decision. This is accomplished through a goal planning session, a full portfolio risk assessment, retirement income mapping, and contingency planning.

We uncover the good, the bad, and everything in between so you know all of the critical facts before making a financial decision.

HOW WE DO BUSINESS

OUR GOAL IS SIMPLE - TRUST IS EARNED THROUGH ADDED VALUE
No matter where you are on your path through life, Journey Financial Services can guide you in your financial decisions every step of the way. We want to assist you on your journey to and through retirement. We will provide you with comprehensive guidance on Wealth Management, Retirement, Income and Estate Planning strategies.

Grow your wealth for retirement.
Map out your retirement plan.
Create an income for life.
Preserve your legacy with an estate plan.

Whatever your financial goals may be, your journey begins here. Register to attend an upcoming workshop or call 208-552-9169 to schedule your complimentary risk analysis today!

ALLOW US TO ADD VALUE TO YOUR RETIREMENT PLAN TODAY