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Financial Planning Services

Evaluation of your personal finances, analysis of your budgeting process, management of cash flow and identification of your short-term, intermediate and long-term goals. It may involve discussions on banking, spending and saving habits, use of credit, college education costs and other areas pertinent to each individual situation.

Analysis of your prior, current and future federal and state income tax liabilities. We discuss methods to reduce or defer income taxes, as well as the impact of these strategies. We will work in conjunction with your accountant in an effort to minimize taxes. 

Includes analysis of existing group benefits, executive compensation, qualified pension and profit sharing plans. Advice is then given about available alternatives. 

Analysis of your projected needs and goals at given retirement ages and strategies to meet the desired goals.

Evaluation and/or creation of your investment portfolio, analysis of your risk tolerance and liquidity needs. We discuss various investment alternatives, concepts, and strategies, along with their potential applications in your portfolio taking into consideration your age, tax bracket, needs, goals and risk tolerance.

Analysis and review of all existing insurance polices. An evaluation of current and potential future risk is discussed. We will help you identify the appropriate amount of insurance needed and provide facts about the variety of insurance products available in the marketplace. 

Identification of your goals and facilitation of the estate planning process with an attorney of your choice. This facet includes advice with respect to asset allocation, investment income accumulation, property distribution, estate tax reduction and tax payment techniques. This involves discussions of gifts, trusts, etc., and disposition of business interest, as applicable.

Our goal is to help you obtain and maintain financial independence.

At Journey Financial Group, Inc., we provide assistance in the following areas:

  • Bonds
  • Common
  • Stock
  • Educational
  • IRA
  • Brokerage
  • Accounts
  • Traditional
  • IRA
  • Roth IRA
  • Simple IRA
  • Treasury
  • Bills
  • Government
  • Securities
  • Treasury
  • Notes
  • Variable
  • Annuities
Financial Calculators
  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
Stock Information
  • Disability
  • Income
  • Life Insurance
  • Long Term Care 

Tax Planning
  • Disability Income
  • Life Insurance
  • Long Term Care
  • Individual Tax Counsel
  • Preparation and Planning
  • Business Start Up, Counsel and Corporate
Various techniques are available and included, as defined in the contract. These may include: 

Includes alternatives and techniques with respect to continuation or disposition of the business upon the business owner’s retirement, death, or decision to sell.  

Includes analysis of existing plans, proposals to modify or improve them, and new plans which may be introduce or implemented. These may include 401K plans, defined benefit plans, qualified plans, income deferral plans, and the like. 

 1110 W. Lake Cook Road Suite 265B Buffalo Grove, IL 60089
Tel: (847) 229-9191 Fax: (847) 229-9192 Email:

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC.

Investment advisory and insurance services offered through Journey Financial Group Inc., which is a registered investment advisor. Journey Financial Group Inc. and Royal Alliance Associates, Inc. are unaffiliated entities.

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