At Journey Financial Group, educating clients is our number one priority. We want to give you all of the information you need to make the best decisions for your retirement. The goal is to help you retire as tax-efficient as possible, so you can use the money you’ve earned instead of losing it.

Though our partnership with Shaun Radcliffe at ColdWell Banker, we help clients sell or buy properties! The real estate market is difficult to stay on top of, which is why we trust our partner Shaun to guide our clients in choosing the best option for them. Just like Journey, Shaun wants you to enjoy life without worrying about the small things. Chad Coco is also a licensed real estate broker.

Our Partners

We also offer: