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.
(1)

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.

07/19/2026

Rethink how you manage your money. The traditional method of paying bills from a checking account and then spending the rest won't work for growth. Explore specialized products like fixed index annuities for smarter savings.

07/18/2026

Forget the million-dollar accounts. You likely don't need that much. Let's figure out how to leverage your current assets and identify your true income sources. It's about smart planning, not just saving.

07/17/2026

Determining your retirement income needs starts with leveraging current assets. Understand your pension and Social Security options, including early withdrawal impacts and bonuses for waiting. Decide whether to use savings or Social Security to fill income gaps, as Social Security remains a stable foundation for most retirement plans.

In 7 Wonders, the choices you make define the strengths of your civilization. In your financial life, the policies you c...
07/16/2026

In 7 Wonders, the choices you make define the strengths of your civilization. In your financial life, the policies you choose — life insurance, disability coverage, long-term care — define the strength of your legacy. The right combination builds resilience and protection.

Which “wonders” have you chosen to safeguard your future?

07/16/2026

Ready to master the game of Risk, specifically the 'retiring rich' edition? Job number one is creating a solid paycheck to cover your bills and fund your desired lifestyle. This is the foundational step.

07/15/2026

Creating a financial territory where you control your spending and feel peace about it. Setting up your money properly means you get to decide how much you spend and how secure you feel. It's all about smart financial setup.

Investing your money is a big decision. A wide range of investment opportunities can help you make informed decisions an...
07/14/2026

Investing your money is a big decision. A wide range of investment opportunities can help you make informed decisions and work toward your investment goals. Let us help you invest with confidence.

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.

07/14/2026

Having a financial plan with an advisor means you're not reliant on stock market growth for income. Instead, you leverage market growth to build wealth for the long term, ensuring stability. This approach sets you up for consistent financial security.

07/13/2026

Why relying solely on investment accounts for retirement can be risky. The traditional 4% rule has been downgraded, forcing a tighter budget. Discover a more solid approach that gives you control over your spending and peace of mind.

07/12/2026

Address

Loveland, CO

Alerts

Be the first to know and let us send you an email when The Journey Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Journey Financial Group:

Share