Broker Check

CLIENT PORTAL

Make the Most of Your Personal Client Portal with Client Portal Resources


OUR BOOK IS HERE!

We are excited to share that we have published our first book! 

Enjoy the Journey - Successful Retirement Strategies and Stories  & Now with a free Workbook!

If you would like a hardcopy version of the book, contact your Wealth Manager and we will provide our clients with a complimentary copy. If you know someone who would benefit from reading this book, let us know!

We are excited to hear what you think! Email us or and let us know how you benefited from the content and processes in the book. 

Our book includes real client success stories from working with clients like you and is based on our decades of experience helping people transfer from working full-time to the next phase of their lives.

This book will provide a process to make smart decisions so you can do the things that are the most important to you and…

Insights Newsletter

Insights Newsletter

Access the latest news, events, articles, announcements and past newsletter archives

Upcoming Events

Upcoming Events

Register for our upcoming events and invite your family and friends to join in!

Timely Financial Topics

Timely Financial Topics

Read our blog articles on timely wealth management topics and areas of interest

Contact Our Team

Contact Our Team

Contact your Wealth Manager or anyone on the FJP team. We love hearing from you!

 State of the Economy Webinar with State Street Strategist Recap

 State of the Economy Webinar with State Street Strategist Recap

On January 25, 2024, we held a webinar with a special guest, Michael Riggs, who is a Senior Strategist at State Street Global Investors.

We regularly use ETFs from State Street in our client portfolios, and they are a great partner for us. Scott and Michael discussed important topics about the state of the U.S. economy and the outlook for 2024. This article will recap the important points from the webinar.

Retirement Plan Contribution Limits for 2024

Retirement Plan Contribution Limits for 2024

During the working phase of life, it is important to save for retirement using the type of retirement accounts that are best for your situation. Remember there are different rules for qualifying to use retirement accounts through your employer versus individual retirement accounts that you can use outside of work.

We provide this free download with no need to register either. We want everyone to have the information to take full advantage of their 401K and IRAs. Now is a perfect time to adjust your contributions, which will be a gift later in life. 

If you have questions on which is best for you, contact us to discuss this further.

Tax Time is Just Ahead - How to locate your Tax Document on the Portal

Tax Time is Just Ahead - How to locate your Tax Document on the Portal

Tax time is almost here. Your tax documents will be arriving shortly. The current schedule is for the statements for retirement accounts (IRAs, Roths and SEPs) to arrive by January 31. The statements for non-retirement accounts (Trusts accounts, Joint accounts, Transfer on Death Accounts) will be mailed out from February 10 through February 28.  

If you have paper delivery, they will come in the mail to your house. Everyone can also access in the Vault in your client portal or by logging into Fidelity.com.

We have step by step instructions to download from the vault for each individual as well as other reminders. 

Enjoy the Season! -- Make it One to Remember!

Time For Football and Snow Days!

Time For Football and Snow Days!

We want you to Enjoy the Journey over with family and friends doing what makes you happy.Ski weeks and snow play are always fun and in Silicon Valley we are cheering on the 49ers!

In January it is a great time to look back at our goals for 2023 and celebrate the goals we completed and create our new goals for 2024.

As you do this, we encourage you to think big and dream big! As you meet with your Wealth Manager, please share with us your goals for 2024 and we will do our best to help you make them happen.

Sapphire Princess Ship Announced with Land & Sea Adventure Planned for June 30 to July 12, 2025!

Come Join us on an FJP Adventure to Alaska!

Come Join us on an FJP Adventure to Alaska!

We want to enjoy the journey with you in Alaska! Come join us on an FJP Adventure and what we call The Ultimate Alaska Adventure! Join 100 or more of FJP clients and their family and friends on our adventure to Alaska in July 2025!

It may seem a long way off but the time is NOW to let Arielle know you are interested! 

Stay Informed - Read our Recent Blog Articles

Keep Your Personal Information Safe

Keep Your Personal Information Safe

Data breaches from large and small companies have resulted in confidential personal information being stolen by cybercriminals.

In the blog this month, we will discuss:

  • Data Breaches Continue with Large Companies
  • PBI Data Breach for Clients with Long Term Care Insurance
  • Security on Your PC and Phone
  • How to Protect Your Personal Data
  • Protecting Your Credit Cards
  • Identity Theft Protection Services
  • Options for Secure Data Transfer Available from FJP
  • Keeping Client Data Kept Secure at FJP

Everyone needs to be aware of the risks in this area and take steps to minimize their risks whenever possible.

What Should I Do if a Company Merger Just Eliminated My Job?

What Should I Do if a Company Merger Just Eliminated My Job?

Mergers & acquisitions can result in lost jobs and those impacted have many important life decisions to make. We have decades of experience helping people through these transitions and can help you.

LEARN MORE
5 Big Money Mistakes During Retirement And How To Avoid Them

5 Big Money Mistakes During Retirement And How To Avoid Them

Whether you're retired or still on the path there, it's a good idea to learn some moves you can make to avoid these 5 significant financial errors during retirement.

LEARN HOW
Property & Casualty Insurance

Property & Casualty Insurance

Comprehensive planning includes mitigating risks by using different types of insurance. We help our clients directly with life and LTC insurance. Here is our Q&A on property & casualty insurance with one of our network professionals.

READ Q&A
Make the Rest of Your Life the Best of Your Life

Make the Rest of Your Life the Best of Your Life

Step back out of the busy world and take the time to think about what goals are most important to you! Determine your goals and build your future and share what you learn with family, friends and your Wealth Manager!

GET STARTED

Enjoying the Journey with You!

FJP Photo Contest - Winners Announced!

FJP Photo Contest - Winners Announced!

We thank everyone who submitted photos for the 2023 FJP Photo Contest - They were stunning! 

In this article we remind of the finalists, announce the winners and showcase the photo picks for our FJP 2024 Desktop Calendar!

See who our clients voted for as the winning photos in each category. Through your photos, we can see how all of you are “Enjoying the Journey.”

FJP Client Appreciation Halloween Party Fun!

FJP Client Appreciation Halloween Party Fun!

๐ŸŒŸWhat an amazing time we shared together at the FJP Client Appreciation Halloween Party Event at the FJP site! It was so much fun making memories and enjoying the journey with you! ๐ŸŒŸ

View Photo Gallery!
FJP Happy Hour 2023!

FJP Happy Hour 2023!

๐ŸŽ‰Thank you for sharing a couple of happy hours with us on our Metro Plaza patio in San Jose. The refreshments, wine, ice cream sundaes and awesome company were a great way to enjoy the journey!๐ŸŽ‰

SEE OUR HAPPY HOUR PHOTOS!
Celebrating 5 Years of FJP with YOU! 🥳

Celebrating 5 Years of FJP with YOU! ๐Ÿฅณ

It has been inspiring and rewarding to apply our decades of experience to build a firm with the central focus being the needs of our clients like you.

We are honored by your trust in us to keep your money aligned with your goals and dreams and we love to encourage you to enjoy the journey along the way. Our partnership with you is built on trust, collaboration, and fun. We appreciate you and we’re excited about the future.

The reviews expressed are regarding the book "Enjoy the Journey: Successful Retirement Strategies and Stories" and are not regarding investment advice or services received from Mutual Advisors, LLC DBA Financial Journey Partners.  The reviews are not from clients of Financial Journey Partners and there was no compensation provided for such reviews.

This book is for educational purposes only. It does not make specific recommendations to buy or sell any securities or give specific investment advice. Views expressed are those of the authors and do not reflect the views of Mutual Advisors, LLC, Mutual Securities, Inc. or any of its affiliates (collectively "Mutual Group"). Clients and prospects are under no obligation to purchase the book.

Revenue generated from the publishing or selling of the book are paid directly to the authors as outside business activity and are not considered part of the investment services offered through Mutual Group. Mutual Group receives no portion of the revenue generated by the publishing or sale of the book.