Who We Are

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What is Journey Financial Services Inc?

Our Vision

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To become the ‘go-to’ partner in creating meaningful financial family legacies

Our Mission

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To master our guidance gifts leading self and others to more meaningful and financially independent lives.

Our Differentiator

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CREDENTIALS
- Series 7 & 66,(held with LPL Financial) , CFP® professional, Insurance

EDUCATION
- Math & Economics Degrees

EXPERIENCED
- 30+ yrs in the financial services industry; Entrepreneur

COLLABORATION
- Tax Planning & Estate Planning

VALUES-DRIVEN
– Competence, Reliability, Gratitude, Transparency

CREATIVE
– Sewing, baking, decorating

ACTIVE/HEALTH CONSCIOUS
– half marathon runner

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Our Values

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Comprehensive financial planning

Continuous Education (owners, staff and clients)

Friendly positive environment

Our Promise

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To be transparent

To be responsive

To understand your needs

To offer comprehensive investment products

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Get advice from Journey Financial Services 

You will automatically be subscribed to our bi-monthly newsletter to receive e-mails filled with articles, advice and financial guidance

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Professional

Journey Financial Services and LPL Financial are separate entities. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA SIPC

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

1880 Office Club Pointe, Suite 201
Colorado Springs, CO 80920

719-272-8008
laura.cavanaugh@lpl.com
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