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Welcome to Journey Financial Group, Inc.

McLain Tallungan Marilyn Bilyk

Journey Financial Group, Inc. is a financial planning firm and registered investment advisor. Its primary goals are to provide financial planning to individuals and independent financial consultation to corporations.

Journey Financial Group, Inc. considers its market to be the owners of small to medium sized businesses, professionals, individuals and corporate executives. We create a personal financial plan for each client which reflects his or her financial goals. Specific courses of action are recommended while working through your particular circumstances.

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Newsletters

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators