While learning to snowboard, a man in his 50's shared a ski lift with a teenager. Both wearing helmets (long before helmets were popular on the ski hill), the man was perplexed to see the young man wearing head protection.

"I know why I'm wearing a helmet, but why are you?" Asked the man.

The young man smiled brightly. "So I can go big..."

There are parts of your financial plan that require a helmet. Take income for example – you never want to leave yourself exposed to not having enough income to provide for your living expenses. After your income needs are met, other financial tools can be used to "Go Big" to accomplish your investing goals..


Journey Financial Services is a comprehensive wealth and retirement planning firm dedicated to helping you navigate your personal journey to and through retirement.

We help our clients obtain peace of mind when planning their financial future by working to ensure their life savings is positioned to work for them in retirement and beyond.

Whether you’re just beginning your journey to retirement or are already there, Journey Financial Services can help you take the first steps on your journey to reaching your financial goals.


As president and founder of Journey Financial Services, Jennifer is an accomplished financial advisor, presenter and educator. For the past 15 years, she has successfully built her clientele base by establishing relationships of trust through growing and protecting assets, comprehensive retirement plans and educating her clients on critical information needed in decision making. Jennifer’s financial expertise has led to national media coverage in Wall Street Journal, USA Today,, Yahoo! Finance, in addition to her regular local media Contributions. She is an Ed Slott Master Elite IRA Advisor, and is a standing member of the National Ethics Association and Better Business Bureau. As a graduate of Idaho State University with a degree in finance, Jennifer is a life-long resident of Idaho. She lives in Ammon with her husband Barrett, and their two children, Austyn and Kolby.


Jordan Anderson is a Financial Advisor and the Chief Operations Officer of Journey Financial Services. Jordan graduated from BYU- Idaho with a business finance and marketing degree, with a minor in graphic designs and communications. He also is a National Social Security Advisor and holds an active Idaho Real Estate license. He is passionate about helping people and finding solutions for retirees or first time investors. Jordan understands the importance of placing the his client's interest before his own, as a fiduciary agent. Because of this level of care, Jordan is meticulous when it comes to planning for his clients. Jordan is an Idaho native and lives in Iona with his wife Whitney, and his twin girls, Adlia and Emmy. .

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