At this stage of your life, are you ready to take your financial plan to a whole other level? Schedule a meeting below to compare what you’re currently doing with what we bring to the table — and see if we can help.
Come by our office at 1062 Highland Colony Pkwy, Suite 260, Ridgeland, MS 39157, or just call us at 601-JOURNEY (601-568-7639)
This downloadable guide walks you through some of the latest tax law changes that may impact your taxes now and in the future.
Download this Guide to Learn More:
Knowing your risk score can help you be in a better position to lower risk and potentially minimize losses in your portfolio.
Utilize our proprietary wealth M.A.P. to help you find your path to financial freedom.
Our proprietary Wealth TRACK analysis system utilizes a Nobel prize winning risk analysis, as well as an advanced tax strategies software to help us determine if you are on TRACK and what we need to do to lower or minimize your taxes and risk and maximize return on your investments.
We use optical character recognition software to scan your tax return to analyze the most common missed tax strategies to ensure you are paying the least amount of taxes possible.
We utilize a Nobel prize winning risk analysis to help you minimize unnecessary risk in your plan.
Asset allocation and conversions:
We analyze long and short term tax savings strategies to determine the optimal way to move as much money from taxable to tax free and minimize capital gains.
Cash Flow Analysis:
We help you uncover areas that you may be overpaying and suggest ways to save money and redeploy that money to help you reach financial freedom faster.
Legacy Planning to pass on more money to your church, family, charities, college or community.
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!
1062 Highland Colony Pkwy, Suite 260 | Ridgeland, MS 39157
Investment advisory products and services made available through Signal Advisors Wealth, LLC (“Signal Wealth”), a Registered Investment Adviser.
Insurance products are offered through the insurance business Journey Wealth Strategies. Journey Wealth Strategies is also an Investment Advisory practice that offers products and services through Signal Advisors Wealth, LLC (“Signal Wealth”), a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Signal Wealth does not offer insurance products.