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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.

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Newsletters

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Disability Income Insurance

How much Disability Income Insurance do you need?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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