Families & Individuals

Challenges

You work hard to provide for your family, save for retirement and stay ahead on debt payments. But you are constantly second guessing yourself, not sure if your taking the appropriate steps. Let our team help guide you through the process, so you can spend more time doing the things you love, with the people you love and worry less about your financial future and protecting your loved ones.

Strategies

Insurance Planning

Protecting yourself against the worst case scenarios is the foundation of any financial plan. Our team helps you determine where your needs are the highest and provide the best suited solution for your family.

Life Insurance, Disability Insurance, Health Insurance, Home & Auto Insurance, Long-Term Care Insurance

Retirement Savings

Once your foundation is set with insurance plans, we start working on the accumulation stage of your financial plan which is saving money for the short and long-term events in your life. If you have the time, the expertise, and the desire to do this research on your own you may not need an advisor, but if you are like most families and individuals you don't have all three of those and that's where Journey Group can help.

Roth IRA, 401k Rollovers, Traditional IRA

College Savings

College is expensive and if helping your child attend college is important to you starting early is the best thing you can do. The average costs of attending the Ohio State University is $18,000 per year and the average costs of private colleges are much higher. Our team can assist you in building a plan to address these goals.

529 Plans, Coverdell IRA

Retirement Distribution

You have reached a stage in life to enjoy your loved ones and do what you want verse doing what you have to. The key to a worry free retirement is understanding where your income is coming from and why. Our team helps you assemble an income distribution plan to meet your needs and maximize your lifestyle.

401k Rollovers, Annuities, Investment Services