Your Investment Portfolio Amidst a Presidential Election

The election of 2020 is emotionally driven and markets are bracing. What could this mean for your portfolio? Should you expect a market “crash”? What does history tell us about the markets during potential transitions of power in Washington? What critical data are you missing to make informed decisions about your portfolio? Join us, as we discuss this and more.

We will give you the tools to make sure that your portfolio is not exposing you to unnecessary taxation. We will show you how to know if overlap and redundancies in your portfolio holdings are costing you valuable returns. All smart decisions start with information and knowledge. Let us help demystify the market, the elections potential effects on the market, and more importantly your investments.

Our Vision

Journey Financial Services is an independent investment and advisory firm that is founded on old fashioned principles of personalized service, attention to detail, and value.

In practice, we offer investment management, retirement plans, and estate planning to smart and savvy investors who are looking for more from their portfolios and advisors.

In every engagement, we strive to add value and support through education, best of class investment options, tax-efficient strategies, straight forward and honest communication, unbiased recommendations, and an overall desire for excellence.

Our Vision

Journey Financial Services is an independent investment and advisory firm that is founded on old fashioned principles of personalized service, attention to detail, and value.

In practice, we offer investment management, retirement plans, and estate planning to smart and savvy investors who are looking for more from their portfolios and advisors.

In every engagement, we strive to add value and support through education, best of class investment options, tax-efficient strategies, straight forward and honest communication, unbiased recommendations, and an overall desire for excellence.

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Our Team

Jennifer Landon

President | Advisor

Jennifer Landon
Jordan Anderson

COO | Advisor

Jordan Anderson
Jana Hill

Customer Service Director

Jana-Hill
Alison Youngstrom

Office Operations Manager

Alison-Youngstrom

Awards & Press

Schedule A Consultation

Find confidence in your portfolio after a short consultative session with Jennfer and the Journey Financial Services team.