FINANCIAL SOLUTIONS TAILORED TO YOU
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.
ABOUT OUR TEAM
We often 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
In Person | Virtual – Zoom | Phone
939 Old Highway 8 NW
New Brighton, MN 55112
Call Sue in our office at 763-754-2670, to schedule your complimentary consultation.