Your guide along your financial journey.

Helping you work toward your important financial goals

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We care as much about the journey as the destination.

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.

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Smooth sailing in your retirement journey

We 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

What We Do
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Be your trusted financial navigation partner

Investment Management

Helping clients select the proper securities to pursue their financial goals. 

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Financial
Planning

Helping clients make informed complex financial decisions.

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Life
Insurance

Helping clients with their financial security in case of emergencies.

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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.

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