OUR BOOK IS HERE!
We are excited to share that we have published our first book!
Enjoy the Journey - Successful Retirement Strategies and Stories
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…
Access the latest news, events, articles, announcements and past newsletter archives
Register for our upcoming events and invite your family and friends to join in!
Read our blog articles on timely wealth management topics and areas of interest
Contact your Wealth Manager or anyone on the FJP team. We love hearing from you!
This is the time of year when we email all our clients our annual client survey. We use the information and feedback you give us in this survey to plan our activities for next year.
Check your email for a message from Scott announcing the survey. The email was sent on Monday, November 20th! When you locate the survey, we really appreciate it if you can take the time to complete it and give us your thoughts.
Thank you for you feedback as we can continually improve and deliver the services that are important to you.
Start 2024 with a webinar update on the economy from one of the leading asset managers in the US, State Street Global Advisors.
Our special guest is State Street Investment Strategist Karlan Patel. Join Elaine, Scott and Linda as they discuss with Karlan important topics about the economy.
We hope you can join us. If you have questions about the economy that you would like to discuss during the webinar, you can submit them in advance before the webinar to firstname.lastname@example.org..
We thank everyone who submitted photos for the 2023 FJP Photo Contest - They were stunning!
In this month's FJP blog 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.”
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!
The fall is an exciting month for football fans. Thirty-two teams in the NFL start the season in September with the optimism and goal of being the champion and winning the Super Bowl. We love the excitement and energy that it creates.
We aspire for you to enjoy the journey of accomplishing big goals but also smaller moments.
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:
⚠️ Overspending⚠️ Avoiding "money talks" with family⚠️ Making missteps with Social Security⚠️ Using the "wrong" withdrawal strategy for income⚠️ Making investing your new part-time hobby
it's so important to take steps aimed at helping you continue to make informed decisions about your wealth, even as you look to enjoy life to the fullest
FJP Mid-Year Economic Update
We are more than halfway through 2023 with the economy rolling along and the stock market has had a surprisingly strong start to the year. Learn highlights from our August 3 mid-year economic update including headwinds and tailwinds.
Artificial Intelligence and FJP
AI and ChatGPT are in the news everywhere these days with stories about how AI is making people more efficient. In this article, we discuss various topics related to AI, ChatGPT, and how FJP uses AI to serve our clients better.
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.
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!
FJP Client Appreciation Halloween Party Fun!
🌟What 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! 🌟
🎉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!🎉
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.