Welcome To Journey Financial
Premier Financial Advisors of South East Idaho
What retirement dreams do you have? Our team at Journey Financial is dedicated to helping you achieve those dreams, whether big or small. Let 's navigate your financial journey together.
Our Services
Dedicated to Helping You Achieve Your Dreams
Retirement Planning
Are you ready to retire? Do you have plans in place for your future? Whether starting your first Retirement account or being a seasoned 401(k) contributor, we’re here to help!
Investment Managememt
Our ultimate goal is to help our clients to understand and have confidence in the high-quality assets they own – even during times of market stress.
Estate Planning
Getting help with your estate planning needs has never been easier. From wills and trusts to healthcare and financial power of attorney directives, we make it simple
The Best Professional team
Meet Your Dedicated Team
President | Advisor
Jennifer Landon
COO | Advisor
Jordan Anderson
New Accounts Manager
Lucy Dye
Associate Advisor
Paul McHugh
What We Do For You
Our Fiduciary Process
Our process always begins with education. As Fiduciary Advisors, our clients understand their plans and how to achieve their goals. Together, we uncover the relevant facts about your plan to offer recommendations and strategies to implement them. Whether you’re just beginning your journey to retirement or are already there, we can help you take the first steps on your journey to reaching your financial goals.
Our Process
5 Point Financial Audit
Our financial audit is designed to analyze your current portfolio and identify exactly what problems and potential opportunities exist. You may be paying higher fees than expected, taking more risk than you think, and getting lower performance than equivalent investments. Do you know the answers to the following questions?
