Financial Advisor Partnerships

Plan on a partnership with Journey!

Your Deductions are too Precise for Just Anyone to Handle

Financial Deductions and Payroll work hand in hand. You handle the planning; payroll handles the deductions — sounds pretty great right? Not if you pick any old run of the mill payroll company. You need to partner with someone you can not only trust to accurately handle deductions, but someone you can also trust to treat your clients the right way.

The last thing you want is a payroll partner that doesn’t care about the clients you’ve worked so hard to build relationships with. At Journey, we focus on relationships and service before all else. We understand the time and effort it takes to build those important relationships and trust. As the old adage goes, treat other’s clients the way you’d want yours treated! Well, we adjusted the adage a little but it still applies! Long story short — if you refer clients to us, rest assured we will do everything in our power to make them happy.

Our team treats every paycheck as if it were their own — meaning we will treat those 401(k) deductions with the care we’d show our own retirement accounts. We understand that deductions aren’t just deductions. They’re carefully planned amounts you’ve discussed with clients to maintain their present and plan their future. If deductions aren’t properly handled — all that planning goes out the window. If those deductions apply to insurance, the results could be detrimental.

If your clients’ deductions are continually updated or changing, don’t sweat it! We have platforms both you and your clients can utilize for maintenance and monitoring. Not only can you ensure everything’s running smoothly, it will also give you that leg up to boost your clients’ trust. Imagine being able to get into your clients’ account and retrieve what you need before they even realize you need it. Talk about impressive! If you have a platform you already love, our system has an open PAI for easy integration. So whether you need a new platform or want to integrate one you love, we have you covered.

Let us show you how a true partnership works. We’ll build a relationship that’s mutually beneficial for all involved. Plan your path to a successful future with Journey!