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Your Journey to a Meaningful and Fulfilled Life Begins with Making Great Decisions Today.

Your Journey to a Meaningful and Fulfilled Life Begins with Making Great Decisions Today.

At this stage of your life, are you ready to take your financial plan to a whole other level? Schedule a visit below to compare what you’re currently doing with what we bring to the table — and see if we can help.

Schedule a visit with us to learn how the Journey Wealth T.R.A.C.K™ planning process can help you make sure that you have the financial resources to enjoy life now and in the future. 

Come by our office at 1062 Highland Colony Pkwy, Suite 260, Ridgeland, MS 39157, or just call us at 601-JOURNEY

CALL 601 568 7639

Journey Wealth T.R.A.C.K™

The Financial Planning Process That Can Create More Certainty Now, and in the Future

Our proprietary Wealth T.R.A.C.K™ analysis system utilizes a Nobel prize-winning risk analysis framework, as well as an advanced tax strategy software, to help us determine if you are on T.R.A.C.K™. These tools helps us identify ways to potentially lower or minimize your taxes and maximize return on your investments.

RETIRE YOUR WAY ON THE Journey Wealth T.R.A.C.K™

 At Journey Wealth, our mission is to steer you toward a retirement tailored to your situation with a plan that empowers you to live life on your terms.

T= Tax Minimization

<strong>T</strong>= Tax Minimization

We’ll analyze your tax returns to determine strategies to help minimize your tax liability now and in the future.

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R= Risk Mitigation

<strong>R</strong>= Risk Mitigation

We always hope for the best and plan for the worst to limit your risk. Whether it’s increased health costs, market volatility, or global catastrophe, we’ll ensure your plan is ready to stand up to whatever might come your way.

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A= Asset Location & Conversion

<strong>A</strong>= Asset Location &#38; Conversion

Let’s start converting your assets from taxable to tax-free vehicles to minimize capital gains.

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C= Cash Flow

<strong>C</strong>= Cash Flow

Where are you leaving money on the table? Our team will assess where we can help you save money and get more for your dollar.

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K= Keep More

<strong>K</strong>= Keep More

True financial freedom is the ability to live and give freely. We’ll help you leave a legacy for your family, church, favorite charity, college, or community.

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Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.

Explore Resources by Topic

We offer a full range of investment and financial services and have access to a wide array of solutions.

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

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Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

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Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

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Tax

Managing your money involves more than simply making and following a budget.

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Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.

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Our Story and Our Journey

The road to retirement should be paved with confidence. At Journey Wealth Strategies, we provide the knowledge and vehicles necessary to help make that possible. We use a variety of investment and insurance products that can help you get to a confident retirement so you can live life on your terms!

Meet the Journey Team

Have a Question?

Call our office to get on T.R.A.C.K™ today.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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