Welcome to Journey Oak Financial
Life is a journey . . . we help navigate financial transitions with strength, integrity, and compassion, planning to help meet the individual's desired lifestyle.
At Journey Oak Financial we are focused on providing comprehensive guidance to help clients meet their established goals through financial planning, ongoing investment monitoring and adjusting where necessary to meet life changes. We work with individuals at all phases of life and circumstances, focusing on family dynamics, planning for the next generation where appropriate. As we help you to pursue financial balance, we strive to gain a deep understanding of your values, aspirations and concerns.
Journey Oak Financial will help you to manage priorities while concentrating on these important areas:
- Retirement – helping to maximize your employer plan through review of current circumstance and anticipated needs and income
- Tax Management – helping to select what to invest in specific tax structures to maximize current tax policies that impact how much is available for spending
- Estate Planning – reviewing your desired estate plans, collaborating with other tax and legal professionals to ensure that your wishes are documented and carried out at the appropriate time
- Investment Selection / Management – periodically reviewing risk tolerance and selecting investments that help to achieve established goals without undue risk
- Education Funding – helping your loved ones prepare for educational expenses
- Risk Management – selecting appropriate insurance products for protection when plans can't be fulfilled due to loss of loved one