Portfolio Management
Taming the financial market can feel overwhelming to any investor. It seems the market can become increasingly volatile every year.
If you feel this way, you are not alone. And to overcome these feelings, we, at Journey Financial, focus on the F.A.C.T.S. or:
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Fees
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Allocation
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Corrections
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Taxes
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Strategies
In this class we use the F.A.C.T.S. to show you how to plan in a way to provide you an income for the rest of your life. We use tools that will bridge time horizons, allow for bear markets, and separate your income accounts from your growth accounts in order to balance your portfolio and match your risk tolerance preferences.
Class

Our class is currently under construction, please check back again soon!
For more information and to request a consultation, contact us:
