bcjfinancial.comThis is your journey | Trek Financial

Meet Our Advisors Services Services for Individuals and Families Charitable Planning Estate and Legacy Planning Financial Planning Investment Management Insurance Strategies Retirement Planning Services for Businesses Advisor Alliance Executive Compensation Planning Exit and Succession Planning Investment Management Insurance Strategies Key Employee Financial Advisory Retirement Planning Resources Insights Specials 5 Lifestyle Secrets of the Happiest Retirees Retirement Special Tax Resources Retirement Insight News Guide: Choosing an Advisor Blog: Trek Insights Client Access Contact Send a Message Find an Advisor Advisors Advisor Login Menu Home Meet Our Advisors Services Services for Individuals and Families Charitable Planning Estate and Legacy Planning Financial Planning Investment Management Insurance Strategies Retirement Planning Services for Businesses Advisor Alliance Executive Compensation Planning Exit and Succession Planning Investment Management Insurance Strategies Key Employee Financial Advisory Retirement Planning Resources Insights Specials 5 Lifestyle Secrets of the Happiest Retirees Retirement Special Tax Resources Retirement Insight News Guide: Choosing an Advisor Blog: Trek Insights Client Access Contact Send a Message Find an Advisor Advisors Advisor Login 20 Miles a Day & 489,000 Feet to Climb The path of your financial future involves climbs, descents, unforeseen changes, and unexpected challenges. This is your journey Over 2,600 hikers have completed the Pacific Crest Trail between Mexico and Canada. For those on this great journey, the motivation of completing the 2,650 mile trail is what drives them to walk an average of 20 miles every day, manage difficult challenges including low water supply or injury, and withstand over 489,000 feet of elevation gain over the course of the trail. Between difficult climbs, scary descents, strong winds, snow-covered trails, and challenging white-water river crossings, these PCT hikers have planned for months in advance – spending the time, energy and effort necessary to prepare themselves for these unexpected challenges. They understand the road will be long and the journey may be difficult, but that’s okay – because they’re planning for it. THE CONDITIONS MAY CHANGE. YOU ARE PLANNING FOR IT. Creating a plan to conquer these challenges is essential, and understanding what is driving you to your destination will help shape the path you are on. No matter where you start, navigating the unknown is the most critical part of any journey, and this is where Trek can help. Planning Services for Individuals & Families Planning Services for Businesses Your journey should be unique -designed just for you. Our independent advisors are fiduciaries, and never driven by sales. They are driven by you, your ambitions and your values. They are driven to provide knowledge and advice that is best for your journey. Regardless of whether you are just creating your path, or you are adjusting the path you have been on for many years, our advisors strive to discover what pushes you to succeed, understand the way you want to live, and learn about the values you live by. Meet Our Advisors Life is a Journey. Let’s plan for it. Contact an Advisor Service Office: 8355 E. Hartford Drive, Suite 105 Scottsdale, AZ 85255 (480) 483-1510 Email: info@trekfinancial.com INFORMATION FOR ADVISORS Quick Links About Meet Our Advisors Services for Individuals and Families Services for Businesses Explore Our Resources Client Access Contact SEC Check | FINRA’s BrokerCheck | Disclaimer | Privacy Policy | Terms of Service | Business Continuity | ADV | Form CRS Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. © Copyright 2024 Trek Financial. All Rights Reserved. Exp 1/26 READ THE LATEST STRATEGIES TO PAYING DOWN DEBT READ...