1062 Highland Colony Parkway,
LIVE LIFE ON YOUR TERMS
We provide custom financial strategies to help you minimize taxes, minimize risk and grow your wealth.
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
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.
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.
We’ll analyze your tax returns to determine strategies to help minimize your tax liability now and in the future.
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.
Let’s start converting your assets from taxable to tax-free vehicles to minimize capital gains.
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.
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.
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.
We offer a full range of investment and financial services and have access to a wide array of solutions.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.
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.
Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.
A sound estate program can help protect your family from the financial consequences of life's unexpected events.
Managing your money involves more than simply making and following a budget.
We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.
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!
Call our office to get on T.R.A.C.K™ today.
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."