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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: JOURNEY WEALTH PARTNERSCRD Number: 147017OtherThanAnnual Amendment All
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Start by gathering all necessary personal financial information such as income, expenses, assets, and liabilities.
02
Determine your financial goals and objectives, such as retirement planning, investment strategies, or estate planning.
03
Assess your risk tolerance and investment preferences to develop a suitable investment plan.
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Consult with a financial advisor from Journey Wealth Partners to discuss your financial situation and goals.
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Together with your advisor, create a customized financial plan that addresses your specific needs and aligns with your goals.
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Follow the guidance provided by your advisor to implement the financial plan, which may include investment management, tax planning, and insurance strategies.
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Regularly review and monitor your financial plan with your advisor to make any necessary adjustments or updates.

Who needs journey wealth partners?

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Individuals and families who want professional guidance and expertise in managing their wealth.
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High-net-worth individuals who require comprehensive wealth management services.
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Business owners and executives who need assistance with financial planning and investment strategies.
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Individuals planning for retirement and seeking strategies to maximize their savings and income during retirement.
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People in need of estate planning services to ensure the smooth transfer of assets and minimize tax consequences.
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Anyone looking for assistance in developing a personalized financial plan and guidance in achieving their financial goals.
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Journey Wealth Partners is a financial advisory firm that provides investment management, financial planning, and wealth management services to individuals and businesses.
Individuals and entities seeking financial services from Journey Wealth Partners are typically required to complete applicable forms to establish their accounts and services.
To fill out journey wealth partners documentation, clients should provide personal, financial, and investment-related information as required by the firm. It's advisable to consult with an advisor for assistance.
The purpose of Journey Wealth Partners is to help clients achieve their financial goals through strategic wealth management and personalized financial advice.
Information that must be reported includes personal identification details, financial status, investment objectives, and any risk tolerance factors.
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