The Journey Financial Group

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Loveland, CO
The Journey Financial Group

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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.

10/19/2026

It's easy to focus on today's market headlines.

The challenge? Headlines change daily.

Successful investing often means keeping your eyes on the bigger picture rather than reacting to every twist and turn. A long-term strategy, paired with regular reviews, can help keep your investments aligned with your financial goals.

If you'd like to discuss your long-term investment strategy, we'd love to help.

Disclosure: 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.

10/15/2026

Healthcare is one of the largest costs in retirement. Medicare is the operating table — you’ve got to get it right. With the proper plan, you avoid painful “buzzes” and unnecessary expenses. Are you prepared for open enrollment?

Let’s make Medicare make sense.
📞 Reach out today.

10/14/2026

We’re proud to work alongside Jen Norlin and Platinum Partners Bookkeeping, a trusted Northern Colorado business committed to quality, service, and community. Thank you for being a part of our network!

https://www.getplatinumbooks.com/

10/13/2026

Ever wish someone would explain financial planning without making your eyes glaze over?
Same. That’s why we launched the Games of Life Series podcast — real conversations about money, strategy, and life, explained through familiar games and real-world examples.

🎧 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!

10/12/2026

Indigenous Peoples’ Day

Every tradition tells a story. Every generation leaves a legacy.

Today, we honor and celebrate the cultures, traditions, histories, and contributions of Indigenous peoples.

At The Journey Financial Group, we believe legacy is about more than money; it’s about the values, stories, and traditions we pass forward.

Take a moment today to learn, listen, and celebrate.

10/09/2026

Save the Date for November 6th
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/19hirLyK2n/
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]

10/07/2026

We’re proud to partner with incredible small businesses right here in Northern Colorado! Shoutout to Autumn Perry and Wild Elm Advisors for the work they do, the service they provide, and the impact they make in our community.

10/05/2026

A well-designed investment portfolio doesn't happen by accident.

Just like building a home starts with a blueprint, building an investment strategy begins with understanding your goals, risk tolerance, and financial priorities.

Thoughtful planning and diversification can help position your portfolio to navigate different market environments while keeping your long-term objectives in focus.

Let's build a financial plan that's designed with purpose.

Disclosure: 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.

10/02/2026

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/

Thanks to Wayne Dehn for his presentation on enhancing your 30 Second Comercial. To learn more about enhancing your own business, reach out to Wayne at https://www.facebook.com/groups/questionledselling

10/01/2026

Do you know the right moves for your Medicare plan?

We can help! Let’s make sure your plan still fits your life—and your wallet.

Address

Loveland, CO

Telephone

+19709390041

Website

http://www.journey4wealth.com/

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