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Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
We also host webinars to help keep friends and neighbors prepared for what's ahead.
California Upcoming Events:
Start Your Journey. Enjoy These Experiences.
When you become a client at Journey Wealth Management, amazing opportunities await.
At Journey Wealth Management, we don’t just serve our clients, we celebrate life with them. We believe it’s as important to build long-lasting relationships based on camaraderie and trust as it is to build comprehensive plans that produce incredible retirements.
As you will see from the photo gallery below, we spend time with our client family cruising on catamarans, hitting it off at ballgames, fixating on flicks, striking up fun at the bowling alley, sunbathing along the shoreline and more.