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Our Services

At Financial Journey Partners, we see ourselves as your long term partner as you travel through each and every financial decision you make in your life, from college planning to retirement planning. Along the way, no experience is too small to be worthy of consideration, whether it is how to lease a car or which job offer to accept.

Depending upon your place in your journey, our work together may entail guiding you through some or all of the following experiences. 

 

Financial Planning

  • Financial Goal Setting
  • Cash Flow Analysis
  • Retirement Savings Planning
  • Retirement Income Planning
  • Education Funding
  • Life Insurance Analysis
  • Planning for Long Term Care
  • Estate Planning

Active Management of Investments

  • Risk Tolerance Analysis
  • Asset Allocation
  • Selection of Investments
  • Protecting Principal

Products and Services

  • Personal Retirement Accounts
  • Non-retirement Accounts
  • Life Insurance
  • Long Term Care Insurance

Financial Journey Partners, nor any of its members, is an attorney, and do not provide legal advice.  For legal advice, please contact your legal professional.

CA Insurance License # 0706550 for Elaine Manley, 0C96859 for Scott Manley and 0C74439 for Linda Tjiputra.

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