<strong>Where Do You Want Your Financial Roadmap to Take You?</strong>

Where Do You Want Your Financial Roadmap to Take You?

At Journey Advisory Group, we strive to create a personalized financial roadmap, which may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. Our goal is to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Why Work With Us?

Why Work With Us?

We are committed to providing a high level of service, which stands apart from the rest.

What Do We Offer?

What Do We Offer?

We offer comprehensive wealth management and retirement planning strategies.

How Do We Work?

How Do We Work?

We work with you to create customized strategies that address your personal needs.

<p>Should You Borrow from Your 401(k)?</p>

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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<p>Filing Final Tax Returns for the Deceased</p>

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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<p>Getting a Head Start on College Savings</p>

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.
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