Making Your Money Have More Meaning
Who I Serve
Retirees with $500,000 or more in retirement savings.
I help individuals and couples transition from earning a paycheck to taking a retirement paycheck from their savings while balancing their retirement spending and legacy goals.
Get StartedHigh earners not rich yet (aka HENRY) with $1000 or more extra cash each month
I help high income earners prioritize their financial goals and determine how to spend/save/payoff debt while managing financial risk with their extra monthly income.
Get StartedSmall business owners wanting to optimize their employer sponsored retirement plan
I help small business owners select and implement an employer sponsored retirement plan that supports the business owners and their employees in working toward their retirement goals.
Get Started
Laura started Journey Financial Services, Inc., a local, Colorado Springs, CO, boutique investment services firm, to focus on guiding individuals towards clarifying their retirement goals and strategically working towards them, while placing proper priority on other financial obligations.
As a true collaborator with her clients, she is supported by LPL Financial as the registered investment adviser and broker dealer. This professional support allows Laura to offer carefully vetted investment products and services that serve to customize the unique needs and situations of her clients.
Smooth sailing in your retirement journey
I have been in the financial services industry for 30+ years and have broad experience in various areas of responsibility in large banking, mortgage lending and retail financial advice institutions. For Individuals/couples within 5 years of retirement, or retired within the last 5 years. Let's talk abut your financial future.
Transparent
Responsive
Understanding
Comprehensive
Be your professional financial navigation partner
Investment Management
Helping clients select the proper securities to pursue their financial goals.
Financial
Planning
Helping clients make informed complex financial decisions.
Life
Insurance
Helping clients with their financial security in case of emergencies.
Schedule a 15 minute phone call to gain clarity on next steps
Before committing your time or ours, this 15 minute phone call will give us both a chance to make sure your situation matches our experience. If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.
Get advice from Journey Financial Services
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