The Journey Financial Group

The Journey Financial Group 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.

Strategies for Your Investments During InflationInflation can erode the value of your investments over time, but Market ...
04/20/2026

Strategies for Your Investments During Inflation

Inflation can erode the value of your investments over time, but Market Guard's® investment strategies can help you preserve your investments and keep your portfolio on track. Let’s sit down and discuss what that means for you and your future. Click the link in bio to learn more.

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.

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Poker isn’t just about luck; it’s about understanding risk. Investing works the same way. Some players hold too long; so...
04/16/2026

Poker isn’t just about luck; it’s about understanding risk. Investing works the same way. Some players hold too long; some fold too fast. Knowing your true risk tolerance means you don’t gamble with your future. Are you playing your financial hand strategically — or emotionally?

Don’t dread it — plan it. We’ll help you make sense of the season.
04/15/2026

Don’t dread it — plan it. We’ll help you make sense of the season.

Ever wish someone would explain financial planning without making your eyes glaze over?Same. That’s why we launched the ...
04/13/2026

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!

𝗦𝗮𝘃𝗲 𝘁𝗵𝗲 𝗗𝗮𝘁𝗲 𝗳𝗼𝗿 𝗠𝗮𝘆!This monthly networking and leads group is built for small business owners and professional partne...
04/10/2026

𝗦𝗮𝘃𝗲 𝘁𝗵𝗲 𝗗𝗮𝘁𝗲 𝗳𝗼𝗿 𝗠𝗮𝘆!

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/𝟭𝗖𝗘𝗻𝘄𝗲𝗦𝗭𝟵𝟯/
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]

Shoutout to Rene and the Team at Triple A Roofing!We love teaming up with awesome local businesses like Triple A Roofing...
04/08/2026

Shoutout to Rene and the Team at Triple A Roofing!
We love teaming up with awesome local businesses like Triple A Roofing. Great people, great service, and a whole lot of local heart. Thanks for all you do!
triplearoofinginc.com
facebook.com/TripleARoofinginc

Take Control of Your RetirementPlanning for the future can be overwhelming, but it doesn't have to be. Market Guard® off...
04/08/2026

Take Control of Your Retirement

Planning for the future can be overwhelming, but it doesn't have to be. Market Guard® offers investment strategies to help you take control of your financial future and help you work toward the retirement of your dreams. Let us help you plan for the retirement you deserve.

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.

04/06/2026

If you approached your finances like a game—
Would you play differently?

That’s exactly what we explore in the Games of Life Series.
🎧 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!

Thanks to all who showed up hungry for growth and good conversation at today’s First Friday Networking Group!A special t...
04/03/2026

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!

Remember The Floor is Lava? You had to stay agile, moving carefully from spot to spot. Markets can feel the same — hot, ...
04/02/2026

Remember The Floor is Lava? You had to stay agile, moving carefully from spot to spot. Markets can feel the same — hot, unpredictable, and a little dangerous. The key isn’t to avoid the game, it’s to know where to step. Is your portfolio strong enough to handle the heat?

Don’t let your budget clown around. Plan smart, not silly.
04/01/2026

Don’t let your budget clown around. Plan smart, not silly.

Address

Loveland, CO

Telephone

+19709390041

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The Journey Financial Group has been helping clients along the Front Range for over 20 years. Licensed as fiduciaries, we pride ourselves in always having your best interests in mind. We are independent producers. This means we can represent many different companies which gives us the ability shop for the best product/investment for you. Our specialty area lies in retirement planning, debt reduction and long-term tax planning.