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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.

Check the background of this firm on FINRA's BrokerCheck.

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Newsletters

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Acceleration

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

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators