The Journey Financial Group

The Journey Financial Group A plan, a process, and a professional are the building blocks of your financial future. A fee based investment advisory firm.
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Work with a team of specialists that bring a unique level of understanding to the financial planning process. We specialize in retirement income planning, womens specific strategies, tax avoidance planning, Medicare and long-term care issues. We have been serving Northern Colorado for over 21 years.

The Game of Life shows us twists and turns, surprises and milestones. Retirement is no different. Without a roadmap, you...
09/17/2026

The Game of Life shows us twists and turns, surprises and milestones. Retirement is no different. Without a roadmap, you may end up in the wrong spot at the wrong time. Do you know the path your retirement plan is leading you toward?

Your goals don’t need to be perfect. They just need a place to start.
Let’s connect the dots between your dreams and your dollars — one small, smart step at a time.
📞 Schedule a planning session today and let’s set up a sequence that actually sticks.

Life doesn’t come with instructions… but it does come with patterns.Our Games of Life Series podcast connects the dots b...
09/14/2026

Life doesn’t come with instructions… but it does come with patterns.
Our Games of Life Series podcast connects the dots between the games you know and the financial strategies you need.

🎧 Listen and play along:
🔗 Spotify: https://conta.cc/4h2sDbG
🔗 Apple: https://conta.cc/3ZZVp6r
🔗 Omny: https://conta.cc/401psuO
Follow for more expert advice—because your financial future starts today!

09/11/2026

Save the Date for October 2nd

This monthly networking and leads group is built for small business owners and professional partners who want more than casual conversation; they want consistent referral relationships and meaningful collaboration.

What to Expect:
• Structured networking designed for connection
• Opportunity to share who you serve and who you’re looking to meet
• Local referral partnerships
• A professional yet welcoming environment

This is a group you’ll want to attend consistently. The real value builds month after month as relationships deepen and referrals increase.

If you believe business growth happens through trust and community, this is your room.

𝗥𝗦𝗩𝗣 𝗵𝗲𝗿𝗲 𝗮𝗻𝗱 𝗯𝗿𝗶𝗻𝗴 𝗮 𝗳𝗿𝗶𝗲𝗻𝗱: https://www.facebook.com/share/1PM7w7Fdt9/

Let’s make this month’s meetup the best one yet!

Interested in being a future showcase speaker or committee member?
Contact us at [email protected]

Your future self is already cheering for you. Check your 401(k) today — small tweaks now, big wins later.
09/10/2026

Your future self is already cheering for you.

Check your 401(k) today — small tweaks now, big wins later.

Every financial journey is unique, so your investment strategy should be too.At The Journey Financial Group, we utilize ...
09/08/2026

Every financial journey is unique, so your investment strategy should be too.

At The Journey Financial Group, we utilize tools like Market Guard® to help create investment strategies tailored to your goals, timeline, and comfort with risk. Rather than taking a one-size-fits-all approach, we believe thoughtful planning and ongoing guidance can help you navigate changing market conditions with confidence.

Ready to build a strategy designed around your future? Let's start the conversation.
Schedule your complimentary consultation today!

Market Guard® is a firm that provides investment signals, as well as portfolio allocation recommendations, for a wide variety of model portfolios. Market Guard® does not offer advice or enter into fiduciary relationships.

You work hard for your money — now make your money work for you.Book a financial checkup before your next long weekend. ...
09/07/2026

You work hard for your money — now make your money work for you.
Book a financial checkup before your next long weekend.

Thanks to all who showed up hungry for growth and good conversation at today’s First Friday Networking Group!A special t...
09/04/2026

Thanks to all who showed up hungry for growth and good conversation at today’s First Friday Networking Group!

A special thank you to the team at Rock Bottom Brewery for your amazing service!

Save the date for our October event!
https://www.facebook.com/share/1QPKQJzqgg/

In Sorry!, one wrong move can send you back to the start. In retirement, running out of money is the ultimate setback. T...
09/03/2026

In Sorry!, one wrong move can send you back to the start. In retirement, running out of money is the ultimate setback. That’s why income planning — Social Security strategies, annuities, investments — is critical. Are you set up for income that lasts as long as you do?

Your goals don’t need to be perfect. They just need a place to start.
Let’s connect the dots between your dreams and your dollars — one small, smart step at a time.
📞 Schedule a planning session today and let’s set up a sequence that actually sticks.

Address

Loveland, CO

Telephone

+19709390041

Website

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