Journey Financial

07/13/2026

Halfway through the summer already? Time flies when you’re staying busy! 🌞

Our summer interns have been hard at work reaching out to our community for a final check-in to see who is ready to take the next steps with us. We want to send a massive THANK YOU to everyone who has picked up the phone, taken the time to chat, and shared their valuable time with our team over the last few weeks.

Thanks to your incredible support, Journey Financial has experienced fantastic growth across the Midwest! As we continue to scale, we are excited to help even more individuals, businesses, and high-net-worth clients achieve higher levels of financial success.

We map out every detail of your financial journey properly, so you can breathe easy knowing you are in expert hands. We appreciate you being a part of our story! 💼🙏

If you want to be a part of our future like we want to be a part of yours, contact us today through our website, phone number, or email to book an initial 30-minute Discovery meeting!

07/10/2026

You probably notice that I don’t ask for introductions because I never want anyone to feel obligated. However, these days I'm concerned by seeing more career people without a financial plan, and business owners overwhelmed with finances but lacking guidance. For these reasons, if there’s anyone you care about who you think could benefit from another set of eyes, I would be glad to help them!

Go to www.yourjourneyfinancial.com today to learn more and take that next step to a better future!

07/07/2026

Business Owners: Are You Leaving Major Tax Credits on the Table?

If you’ve been waiting for the "right time" to launch a retirement plan for your team, the SECURE 2.0 Act just gave you up to 5,000 reasons to start now.

Smaller firms (1-50 employees) can now get 100% of their eligible start-up costs covered (up to $5,000/year for 3 years)! Plus, there are massive credits available to help offset employer matching contributions and auto-enrollment setup.

It’s a win-win: you significantly reduce your firm's tax liability while helping your employees save for the future.

Take a look at the breakdown in the flyer below to see where your business fits.

Ready to maximize your savings before the next tax season? Let's connect or schedule a meeting!

07/03/2026

Are your Retirement Finances Set Free this 4th of July?

As we gather for fireworks and freedom this week, it's the perfect time to think about your personal "Financial Independence Day."

If you are older, independence looks a little different than it did when you were younger. Today, freedom means:

🎇Independence from the Tax Bite: optimize distributions after 59 1/2 to avoid higher Medicare premiums (IRMAA) and tax brackets.

🎇Independence from Market Volatility: Having a reliable income stream so a bad week on Wall Street doesn't ruin your retirement.

🎇Independence from Uncertainty: Knowing exactly when to trigger Social Security to maximize your lifetime benefit.

You’ve worked hard to accumulate your nest egg. Now it’s time to ensure it gives you the lifestyle freedom you deserve.

Double-check your retirement freedom score by going to our website, yourjourneyfinancial.com, and setting up a quick financial check in!

07/02/2026

Are you truly independent from your business this 4th of July?

When you started your business, you did it for freedom—to be your own boss and build something of your own. But as we approach the 4th of July, ask yourself: If I walked away for a month, would my business thrive, or would it stall?

For business owners in their 50s and 60s, true financial independence means transitioning your hard work into a self-sustaining legacy. It means having a clear succession plan, protecting your enterprise value, and maximizing your net proceeds when it's time to exit.

Don't let your greatest asset become your biggest trap. Let’s look at your business valuation and exit readiness this summer so you can declare true independence!

06/18/2026

Welcome to the Journey Financial Team, Katie!

We are delighted to introduce 1 of 3 summer interns, Katie Kaufman, who is joining us this summer in a Sales and Marketing internship role!

Katie comes to us from The University of Findlay, where she is majoring in Business Administration with a focus on Marketing. We can't wait to see the energy and insights she brings to our upcoming campaigns. Throughout this internship, Katie plans to learn more about how to master CRM tools and marketing platforms in ways that help a business run smoothly.

Streamlining life's financial journey for individuals and business owners including protection, growth, and taxes, in order to breathe easier focusing on their important relationships in this life

06/15/2026

Welcome to the Journey Financial Team, Trey!
We are thrilled to introduce 1 of 3 new Financial Services Intern for the summer, Trey Crawford!

Trey is currently studying Finance at Ohio Northern University. This summer, he'll be working alongside our team to get a hands-on look at the industry. During his time with us, Trey plans to learn more about the financial planning process and gain insight into what goes into making critical financial decisions.

06/12/2026

Welcome to the Journey Financial Team, Gavin!
We are thrilled to introduce 1 of 3 new Financial Services Intern for the summer, Gavin Etzler!

Gavin joins us from Ohio Northern University, where he is majoring in Finance. We’re excited to watch him grow, collaborate, and bring fresh perspectives to our team over the coming weeks.
This summer, Gavin plans to gain a deeper understanding of the financial planning process and learn how advisors help clients work toward their long-term goals. He is also excited to develop his communication and professional skills through real-world experience.

06/08/2026

🏡 To our neighbors holding CLC policies... 🏡

If you live around the Ottawa area and hold a life insurance policy or annuity through the Catholic Ladies of Columbia, you’ve likely received word about the upcoming transition to Nationwide.

For generations, CLC has provided deep value and a close-knit, fraternal sense of community to its members. When transitions to large, national institutions happen, it’s completely natural to worry that your personal story might get lost in a corporate database.

I want to reassure you: while corporate structures shift, local care doesn't have to.

At Journey Financial, we are right down the road. If you have questions about what this transition means for your policy features, your beneficiaries, or your long-term retirement strategy, you don't have to navigate a national customer service call center alone.

Let's grab a coffee right here in town and take a look at it together. No obligations, no pushy sales pitches—just neighbor-to-neighbor clarity.

Drop a comment below, send us a direct message, or call the office at [Phone Number] to set up a quick policy review.

Streamlining life's financial journey for individuals and business owners including protection, growth, and taxes, in order to breathe easier focusing on their important relationships in this life