Our Services

Our services begin with a financial plan that includes the following:

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

We offer a range of products to implement your strategies:

Mutual Funds, Exchange Traded Funds, Stocks
Personal Retirement Accounts
Education Funding
Life Insurance
Annuities
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.}