Smiling professionals meeting to manage your finances.

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

Eight Ideas for Smarter Holiday Shopping

Offers practical holiday shopping tips to save time and money.

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Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Calculators

Life Expectancy

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

IRA Eligibility

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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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