Plan for Your Future

Financial Planning for Today and for Retirement 

It all begins with a set of goals. Do you want to save for your child’s college education? Are you saving enough for retirement? Is it the right time to refinance your home? Let Journey Tree help you make smart financial decisions. We will work with you to solidify your goals, identify new strategies and make sure you’re on the financial path that will lead you where you want to go.

Financial Planning to Meet Your Goals

Maybe you’ve always had a dream of starting your own business. Or you need to start saving for your child’s college education. Or maybe you just want your multiple 401k accounts and IRAs and an inheritance managed and working together to support your future. It’s why we’re here.

Financial planning with Journey Tree can help you answer the big questions and provide a sense of security about your future. Some of the specific benefits of financial planning with us include:

  • Avoiding mistakes
  • Being prepared for emergencies
  • Minimizing taxes
  • Streamlining finances
  • Managing risk
  • Improving cash flow

We review and adapt financial plans as our clients’ lives change. We are always available to consult with clients regarding major purchases or decisions that affect their finances. As needed, we also facilitate work with other professionals such as estate attorneys, CPAs, and mortgage brokers. The clients that benefit most from Journey Tree are the ones with some complexity in their financial situation.

Planning for Retirement

You work hard today for several reasons – to support your family, to live a lifestyle you enjoy, and of course, to live comfortably when it’s time to retire. It’s never too late or too early to begin planning for retirement. It’s just not always easy to know where to start.

Your Journey Tree financial advisor will walk you through all your questions, like:

  • When can I retire?
  • How much will I have to live on when I retire?
  • What should I be doing now to help set myself up for retirement?
  • How much do I need to be saving for retirement?

Whether you have existing retirement accounts or are just getting started, Journey Tree will help you manage all of the pieces so they work toward your common goal of a happy, enjoyable retirement.



MANAGING RISK

Do you have enough insurance? If you become disabled, how would you generate income? A financial plan will leave you with peace of mind.

READ MORE ABOUT FINANCIAL PLANNING
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