Educating clients is our number one priority. We want to help you make the best decisions for your retirement so you can use the money you've earned instead of losing it. We help our clients build a sound financial plan that will carry them through each stage of their lives. Guarding your assets with insurance is a key part of that strategy.
We assist you in several different areas when it comes to financing a property. Whether you're looking to buy a home, refinance, or review other financing options, we are here to help! From your home and auto insurance, to retirement planning, to mortgage and real estate, we thoroughly enjoy helping our clients through all stages of life.
We assist you in several different areas when it comes to financing a property. Whether you're looking to buy a home, refinance, or review other financing options, we are here to help! From your home and auto insurance, to retirement planning, to mortgage and real estate, we thoroughly enjoy helping our clients through all stages of life.
Services
Journey Financial Group is exactly that, a group of divisions assisting clients with their own personal journey. From your home and auto insurance, to retirement planning, to mortgage and real estate, we thoroughly enjoy helping our clients through all stages of life. We are a team of 6, and also have a variety of strategic alliances.
As a leading Rancho Cucamonga insurance agency, Journey Financial Group helps clients build a sound financial plan that will carry them through each stage of their lives. Guarding your assets with insurance is a key part of that strategy. Home: personal home, renters' insurance, rental properties, vacation homes and condominiums.
At Journey Financial Group, educating clients is our number one priority. We want to give you all of the information you need to make the best decisions for your retirement. The goal is to help you retire as tax-efficient as possible, so you can use the money you've earned instead of losing it. How do these relate to annuities?
No matter what stage of life you are in, having health insurance is a significant part of a comprehensive financial plan. Just as planning for retirement, marriage, or starting a family, the cost of healthcare must be considered when preparing a budget.
Most of us don't like to think about ending up in a hospital for an emergency or being diagnosed with a chronic or serious condition, but the truth is, it can and will happen sometime in our lifetime.Without health insurance you will be responsible for 100% of all costs. The average emergency room cost for just walking in can start at $1,233.00 and that does not include tests and physician fees.
Most of us don't like to think about ending up in a hospital for an emergency or being diagnosed with a chronic or serious condition, but the truth is, it can and will happen sometime in our lifetime.Without health insurance you will be responsible for 100% of all costs. The average emergency room cost for just walking in can start at $1,233.00 and that does not include tests and physician fees.
At Journey Financial Group, educating clients is our number one priority. We want to give you all of the information you need to make the best decisions for considering Life Insurance options. Most people do not think of life insurance as a means for retirement, however, it definitely can be! Life insurance is most notably known to provide a death benefit to family when an insured loved one passes on.
Reviews (9)
Art Wood
Jan 07, 2021
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Christina Parrilla
Oct 28, 2020
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Karen Alorro
Oct 06, 2020
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I’ve been with Journey Financial Group for over 4 years now (lost track of how long). They are the most attentive financial group I’ve ever worked with. When I first started with them, they were so thorough in making sure I got the best insurance coverage for me asking me what I wanted and suggesting things I didn’t even think of. They weren’t pushy. They genuinely wanted to take care of me. I only have my insurance with them, but I know they offer other financial advising. They are very knowledgeable in their field. And if they come across something they aren’t familiar with, they take
Tanya West
Jul 26, 2020
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I’ve used Journey Financial Group for my financial planning for the past 5 years. Chad and Natalie have helped me purchase 2 homes, plan for retirement, and assisted me with different types of insurance plans. They are professional and always have my best interest at heart. I trust them with my finances and life planning, and they treat me like family!
David Bail
Jun 05, 2020
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A little over two years ago a friend of ours recommended Journey Financial Group to me and my wife as we were in need of a new auto insurance provider. I was a bit skeptical at first because change is difficult and in general trusting a new business is always nerve racking. Especially as something important like managing your home or auto policies.
Let me tell you, after our first meeting with Chad & Natalie, they exceeded our expectations! Chad & the Journey Team quickly went into action and quoted us on our home & auto policies. As well Chad outlined a timeline for us to work on various stages
Let me tell you, after our first meeting with Chad & Natalie, they exceeded our expectations! Chad & the Journey Team quickly went into action and quoted us on our home & auto policies. As well Chad outlined a timeline for us to work on various stages
Paul Mog
Dec 13, 2019
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Jason Leaf
Dec 08, 2019
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Yvonne Huffaker
Sep 26, 2019
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Megan Thompson
Jun 04, 2019
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I have been with Journey for many years and they handle a wide variety of things for me. I stay with this company because of the trust I have in them (which is essential) and the wonderful customer care! They always look out for me and my needs are their first priority! I could not ask for better people helping out with my insurance and financial needs. I highly recommend using Journey above all other financial groups out there!
