Journey Financial Planners | Financial Advisor in Concord ,MA

747 Main Street , Suite 120
Concord, MA 01742

Objective Strategies for Independent Thinkers


About

Journey Financial Planners is an independent retirement planning fiduciary firm in Concord, MA delivering objective, strategic and competitive retirement strategies for the owners and partners of closely held firms.

A fee-only, independent Registered Investment Advisor (RIA), Journey Financial Planners always put the interests of its clients first, ahead of its own and ahead of any of the financial companies it works with. Peggy McGillin, CERTIFIED FINANCIAL PLANNERTM and MBA, is Principal.

6 Years of Experience



General Information
Insurance License#:   Not required
Name of Custodial Firm:   Fidelity NFS
States Licensed in:   MA
Number of Years with Current Firm:   3
Work Experience:   CERTIFIED FINANCIAL PLANNER TM Certificant
MBA New York University
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Commodities , Mutual Funds , FOREX & Currency , Options & Futures , Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Insurance , Annuities , Stocks , Bonds , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   I do not sell insurance
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   National Charity League


Compliance
Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets , Hourly , Flat Fee
Fee % Based on Assets:   under 1%
Hourly Rate:   $250.00
Additional Details on Charges:   Firm quotes provided
Minimum Fee Charged for Hourly Planning Accounts:   $500.00



FAQs

Peggy McGillin CFP

Peggy McGillin CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

ALL

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM