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Financial Resources

SocialSecurity Wise

SSWISE LogoJourney Financial Services knows how important Social Security can be to your overall retirement income plan. That’s why we’ve partnered with SocialSecurity Wise. Click the link above to learn how the right claiming strategy can help you maximize your Social Security benefits in retirement. 

Journey Financial Services works with a number of different professional organizations and is proud to be affiliated with the following groups.

Ed Slott Master Elite IRA Advisor Group™

Jennifer holds the honor of being accepted into the Ed Slott Master Elite IRA Advisor Group™, a private organization of the top financial professionals in the country who are committed to advanced training on planning strategies for individual retirement accounts (IRAs).  Ed Slott, who is considered the leading authority on IRA transfers and tax reduction strategies in the United States and was named by the Wall Street Journal as the “Best Source” for IRA advice, created this elite organization for financial advisors dedicated to becoming leaders in the industry and top advisors in their respective communities. Through this group, Jennifer participates in continuing education classes on the latest IRA tax laws and planning strategies. As a result of Jennifer’s commitment to the ongoing study and analysis of IRAs, she has access to the most advanced IRA information available, giving her the financial skill necessary to best serve her IRA clients. 

 

National Ethics Association

Jennifer’s commitment to ethics in business is reflected in her membership in good standing with the National Ethics Association (NEA). The NEA is an organization dedicated to acknowledging financial professionals who uphold the highest ethical standards in their practice, and have passed a comprehensive seven-year background check for criminal, civil and business violations and hold the appropriate licenses to offer financial services. Jennifer’s NEA profile.

 

BBB

Journey Financial Services is accredited with the Snake River Region Better Business Bureau and maintains an A rating for its high standards of integrity and performance. Jennifer’s BBB profile.

 

Horter Investment Management

Jennifer Landon is an Investment Advisor Representative with Horter Investment Management, LLC, an SEC Registered Investment Advisor. An RIA for more than 20 years, Horter Investment Management is known for its credibility, knowledge and value system centered around their proven track record of providing low risk, safe and secure money management.

Horter Investment Management relies on the innovative processes of Trust Company of America for the technological aspects of its securities transfers.

 

NAFA

Jennifer Landon is a member of the National Association of Fixed Annuities (NAFA), an organization that requires annuity agents to operate within the highest standards of market conduct and ethical behavior. NAFA also provides education and creates consumer awareness about the many benefits of fixed annuities.

 

SEC

Both Horter Investment Management and Brookstone Capital Management are SEC Registered Investment Advisors. The SEC oversees these organizations to ensure fair and legal business practices for consumers.

 

 

Idaho Department of Insurance

Jennifer Landon is life and health insurance licensed with the Idaho Department of Insurance, a license she has maintained since 2001.