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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.

Straight Forward Market Talk with Jennifer Landon

Listen UP! Advisor, Jennifer Landon, breaks down the things you should know about the market's current trends!

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Our Vision is Clear

Journey Financial Services is an independent investment and advisory team that is founded on old fashioned principles of personalized service, attention to detail, and value. In practice, we offer investment management, retirement plans, and estate planning to smart and savvy investors who are looking for more from their portfolios and advisors.

In every engagement, we strive to add value and support through education, best of class investment options, tax-efficient strategies, straight forward and honest communication, unbiased recommendations, and an overall desire for excellence.

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Our Team

Jennifer Landon

President | Advisor

Jennifer Landon
Jordan Anderson

COO | Advisor

Jordan Anderson
Alison Youngstrom

Office Operations Manager

Alison-Youngstrom
Paul McHugh

Administrative Assistant

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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.

What We Do For You:

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.

  • Wealth Management

  • Lifestyle Planning

  • Retirement Coaching

 

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?

  • How much risk am I taking?
  • Are my returns acceptable given the amount of risk?
  • How much am I paying in fees?
  • What could I be doing better?

Schedule below for a Free Financial Audit.

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Start planning for retirement today!