Navigating your financial journey can be both challenging and rewarding and we would consider it a privilege to partner with you to help you reach your retirement goals. Our established processes at Journey Financial Consultants ensure you have opportunities to be listened to and share what is most important to you and what you would like to achieve. Using the collective knowledge, experience, expertise, and network of relationships our team has to offer, we will help find the most suitable product, planning strategy or specialist to assist you. No matter what stage of life you are in, if you are looking for a solution focused on a single area, or you would like a partner to help build and navigate a comprehensive plan, we can find a solution that helps strengthen your financial security.
Discover what makes our team passionate about helping individuals, families, and businesses plan with confidence. In just a few minutes, you'll learn who we are, what we believe, and how we're committed to helping you build a strong financial future. We invite you to press play and see how we can help you move forward with confidence.
We help our clients by:
- Providing investment solutions
- Making portfolio recommendations
- Planning for retirement with an income and distribution strategy
- Protecting your family and income
- Creating a planned giving strategy designed to benefit the people and organizations that matter most to you.
- Identifying ways to preserve and transfer wealth with estate planning
- Providing Income tax strategies
- Establishing education planning strategies for your children or grandchildren
We have several meeting options, pick the one that is best for you!
In Person | Virtual | Phone
New Brighton Office
939 Old Highway 8 NW
New Brighton, MN 55112
Cambridge Office
145 2nd Ave SW
Cambridge MN 55008
Call Katie at 763-754-2670, to schedule your complimentary consultation.
