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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

Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Car Affordability

How much can you afford to pay for a car?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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