Services

Financial peace of mind starts here

You probably understand the importance of financial planning. Perhaps you’re too busy to manage your investments. Perhaps you know a bit about finance but want to entrust your savings to a certified professional. Perhaps you’ve already worked with financial advisors who weren’t as responsive as you’d like or didn’t seem to have your best interests at heart, and you’re looking for a new advisor.

 It’s why we’re here.

For more than 30 years, clients have trusted our team to lead them onto the path of financial success. From starting a business, to saving for your kids’ college education, to maximizing your public employee benefits, to responsibly managing an inheritance, to making the most of multiple retirement accounts, we have done it all. When you work with JourneyTree, you can expect us to be responsive and provide wise, objective financial advice backed by decades of experience.

Financial Planning

Your unique circumstances and goals are our focus. We want to develop a truly useful plan that can guide your decision-making and help you evaluate your progress. Our plans include financial projections to let you know what you need to do to meet your goals, with specific action steps you can take to achieve financial peace of mind.

While we work with an array of professionals, we specialize in working with university faculty whose public retirement plans, sabbaticals, and outside income create different questions about how to effectively manage money. Learn more about our work with faculty.

Regardless of whether you’re a public employee, the financial plan we create in your first year with us will undoubtedly change. Together, we will adjust your plan and ensure you are still on track along the way. Whether you’re buying a vacation home, paying off a mortgage, or wondering how best to help a family member in need, we are here to guide you in making smart financial decisions. Plus, your initial plan and further adjustments are included in your annual fee!

Investment Management

With our investment management services, we evaluate your current holdings, establish new accounts, and hone your investments to better align with your goals and risk tolerance. Our team is constantly searching for high-quality investments at reasonable prices. We believe this is a better approach than always trying to find “the next big thing.” And without commissions or sales quotas getting in the way, our only concern is making the right investment decisions for you.

JourneyTree’s overall philosophy tends to be on the conservative side. We take the long view and (especially for clients in or nearing retirement) we strongly believe in aiming to minimize losses first and achieve modest growth second. Clients give us authority to make trades in their accounts so we can take advantage of timely opportunities without having to contact them first.

Retirement Planning

You may work hard for many reasons—to support your family, to live a lifestyle you enjoy, and to live comfortably when it’s time to retire. Or perhaps you’re already retired but want to be sure your nest egg lasts. It’s never too late to make sure you are ready for retirement, but it’s not always easy to know where to start.

It’s why we’re here.

JourneyTree will help you manage all of the pieces of your retirement puzzle, so they work together to support your common goal of an enjoyable, comfortable retirement.

Ready to get started?

Let's Talk
(541) 485-3154
[email protected]
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