Financial

Chad at The Journey Financial Group offers a leading financial services platform and experience to help pursue your financial goals. No matter your life story, our tailored approach to planning for retirement will meet you where you are and address your specific goals. And for entrepreneurial-minded individuals looking to grow wealth on their terms, our turnkey system and experienced leadership can help you build your own business through supporting the needs of others. We help make the dream of financial independence possible for all those in our communities across North America. 

The Journey Financial Group provides investors custom-tailored investment strategies to meet short- and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at The Journey Financial Group is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.

 Exchange Resource Group is a nationwide qualified intermediary (QI) specializing in all types of 1031 tax deferred exchanges, including complex reverse and construction. 

We provide all QI functions (document prep, secure holding of funds, timeline tracking, transaction support and education) to buyers, sellers, CPA’s, attorneys, real estate investors, brokers, real estate agents, banking and title professionals to ensure that clients are comfortable (and even excited!) using a 1031 Exchange to defer paying taxes on even the most complex deals.

Our team of professional consultants will prepare the documents necessary to complete your exchange and properly comply with current Section 1031 tax law offering you the protection and assurance you need to complete an exchange.

We are dedicated to providing you with exceptional planning and assistance during your exchange and are confident you will be best served by our experienced, professional team – the Exchange Resource Group.