Helping you work toward your important financial goalsSchedule A Call
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.
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.
Helping clients select the proper securities to pursue their financial goals.
Helping clients make informed complex financial decisions.
Helping clients with their financial security in case of emergencies.
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.