FJ
Financial Journey Partners
Vous guider vers la sérénité financière.
5(5 avis)
Insurance
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Vous guider vers la sérénité financière.
Financial Journey Partners, situé à San José, se consacre à fournir une planification financière complète et des solutions d'assurance. Avec un fort engagement envers la satisfaction client, l'équipe aide ses clients à naviguer dans leurs parcours financiers avec transparence et professionnalisme. Les clients ont salué l'équipe pour son approche proactive, offrant une richesse de ressources, notamment des conseils en planification fiscale et successorale. Le cabinet est reconnu pour son approche holistique, veillant à ce que les clients se sentent autonomes et en sécurité dans leurs futurs financiers. Que vous approchiez la retraite ou que vous recherchiez une sécurité financière à long terme, Financial Journey Partners est votre allié pour atteindre vos objectifs.
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I've been working with Elaine for over 25 years and as I now approach retirement, I can truly say I feel confident and comfortable with my financial plan. Over the years, Elaine has always proactively reached out to update and adjust my plan to align to my ever changing goals, and to offer guidance on (and take the stress out of) current market news. Elaine offers amazing resources (tax, estate law, etc) and educational and informational events. Her team is so professional and responsive - it's a pleasure working with everyone at FJP. Highly recommend!
My wife and I have been working with Elaine Manley for 20+ years (even before she became Financial Journey Partners). We are lucky to have met her early on as she's made sure our investments and retirement portfolio continue to grow. We were lucky to have found such a knowledgeable and relatable financial advisor. She listens to our concerns, is responsive to our needs and makes herself available whenever we need to check in. As a retired couple, we don't have to spend our time managing and worrying about our retirement portfolio as we know we're being looked after by the best team in the South Bay.
I waited way too long to start working with a Financial Advisor. I let half of my portfolio get wiped out twice, and spent way too much time following (and worrying about) the market and my investments. A co-worker recommended Elaine Manley to me, so I met with her and immediately knew that I had made a good move. Working with Elaine, my wife and I put together a Financial Plan that has us in a position where we know that we'll have enough to last us for the rest of our lives. We are now working with Scott Manley, and he has continued the excellent work that Elaine started. One thing that gives us great comfort is that we know that Scott is constantly researching and following events that could cause changes in the market, and is continually adjusting our portfolio to protect what we worked a lifetime to create. He is great at making these adjustments before things start to go down, and making more adjustments in time to take advantage of the gains when things go back up. We are now retired and having the time of our lives, knowing that we have someone working to make sure that we can continue that. Scott and Elaine are also very professional and have great integrity. In addition to being someone who has helped us secure their future, we also consider them to be good friends. Financial Journey Partners' philosophy is that they want to help their clients "Enjoy the Journey." With their help, my wife and I are doing exactly that!
I have been with Elaine Manley and Financial Journey Partner’s since their beginning and it truly is a journey. Elaine has guided me with key decisions that have included establishing an estate plan, a Trust, and naming an Executor. She calls me before I’ve even thought of the question. There are educational events throughout the year, as well as client events with fun activities. They have a preferred provider listing of experts in their fields for clients to select from depending on your need – Medicare, Long Term Care, Caregiving, Estate Trust and a lot more. I recently went through the Medicare enrollment process –from Part A to the rest of it when I retired from the corporate world. With the assistance and guidance of the Medicare specialist referred by FJP it went very smoothly. His explanations made it understandable and easy. The next part of my journey is fully transitioning to retired life and Elaine referred me to a Life Transition Specialist. FJP’s holistic approach and their investment in relationships – both with their clients and their preferred provider group - goes well beyond the standard. I can only describe the FJP Team as: Professional. Honest. Friendly. Helpful. Caring.
I wanted to be sure that I would have enough money for a comfortable retirement and to cover possible age related health issues so that I would not be dependent on my children. With Elaine Manley’s guidance I obtained Long Term Care Insurance and a long term wholistic financial plan to follow both of which put my retirement financial worries to rest. It was and is a great comfort to see the data clearly via the Financial Journey application so I know where I am financially at all times. In retirement, it is an adjustment to be spending down and not putting in. The plan Elaine Manley and I created and I am following gives me comfort that I will have enough. Financial Journey is a proven professional, honest, and friendly organization with which to partner as one goes into retirement. I have confidence and comfort because I KNOW where I stand financially at all times.
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Des plans financiers complets adaptés à la retraite, aux investissements et aux objectifs de vie, avec des ajustements continus en fonction des évolutions du marché.
Gestion proactive du portefeuille et recherches pour protéger et accroître les actifs, afin d'assurer une stabilité financière à long terme.
Conseils d'experts sur les assurances de soins de longue durée, d’assurance vie et d’autres polices pour se prémunir contre les risques liés à la santé et à l’âge.
Aide à la planification successorale, fiducies et sélection d'un exécuteur, y compris des références à des spécialistes juridiques.
Ressources et références pour l'inscription à Medicare, des spécialistes de la transition de vie et la planification du mode de vie à la retraite.
Événements informatifs réguliers et accès à un réseau de prestataires privilégiés pour les questions fiscales, l’aide à la prise en charge et bien plus.
