You're an expert in your field - we're experts in the financial concerns that are unique to you. At Journey Tree, we enjoy helping you organize your finances and manage your investments in a environment that is friendly and always commission-free. We review your whole financial picture in light of your lifestyle and personal values to help you make wise decisions.
Jonathan Brandt is a Certified Financial Planner and is held to the highest standards of professionalism and ethics in the field. Matt joined Journey Tree as an Advisor Associate with over a decade of financial services experience. If you're a faculty member at a college or university, sign up to receive our industry insights focused on your specific needs.
Jonathan Brandt is a Certified Financial Planner and is held to the highest standards of professionalism and ethics in the field. Matt joined Journey Tree as an Advisor Associate with over a decade of financial services experience. If you're a faculty member at a college or university, sign up to receive our industry insights focused on your specific needs.
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Jonathan C. Brandt is a CERTIFIED FINANCIAL PLANNER professional and has been the owner of Journey Tree Financial Planning and Investments since 1993. Jonathan is a past president of the Financial Planning Association (FPA), Mid-Oregon Chapter. In addition to extensive professional reading, he attends numerous hours of financial planning and investment seminars per year.
It all begins with a set of goals. Do you want to save for your child's college education? Are you saving enough for retirement? Is it the right time to refinance your home? Let Journey Tree help you make smart financial decisions. We will work with you to solidify your goals, identify new strategies and make sure you're on the financial path that will lead you where you want to go.
While we tailor our investment strategy to each client's particular goals, needs and situation, Journey Tree's overall philosophy tends to be on the conservative side. We take the long view and, especially for clients in or nearing retirement, we strongly believe in aiming to avoid losses first and achieve modest growth second.
Major life events are a part of our lives, whether a wedding, a new baby, or the death of family member. When a family member passes away, finances almost always becomes part of the discussion, including inheritances. Inheritances can come in the form of property, accounts, titles and more.
Studies have shown that without appropriate planning, approximately one-third of Americans who receive an inheritance will spend the entire amount within two years.But if managed correctly, an inheritance can provide a safety net or even an additional source of regular income. How the money will support your life and financial goals and plans, or potentially change them.
Studies have shown that without appropriate planning, approximately one-third of Americans who receive an inheritance will spend the entire amount within two years.But if managed correctly, an inheritance can provide a safety net or even an additional source of regular income. How the money will support your life and financial goals and plans, or potentially change them.
The investment and financial planning needs of university faculty members are unique. Public retirement plans, sabbaticals, and income from outside businesses create different questions about how to effectively manage money. We've worked with faculty members at the University of Oregon, Lane Community College, and Oregon State University to help them make smarter financial decisions.
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