While learning to snowboard, a man in his 50's shared a ski lift with a teenager. Both wearing helmets (long before helmets were popular on the ski hill), the man was perplexed to see the young man wearing head protection.

"I know why I'm wearing a helmet, but why are you?" Asked the man.

The young man smiled brightly. "So I can go big..."

There are parts of your financial plan that require a helmet. Take income for example – you never want to leave yourself exposed to not having enough income to provide for your living expenses. After your income needs are met, other financial tools can be used to "Go Big" to accomplish your investing goals...


Journey Financial Services is a comprehensive wealth and retirement planning firm dedicated to helping you navigate your personal journey to and through retirement.

We help our clients obtain peace of mind when planning their financial future by working to ensure their life savings is positioned to work for them in retirement and beyond.

Whether you’re just beginning your journey to retirement or are already there, Journey Financial Services can help you take the first steps on your journey to reaching your financial goals.