Journey Retirement Planning and Investment Management, LLC
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About
Journey Retirement Planning and Investment Management, LLC serves individual and high‑net‑worth clients, offering discretionary portfolio management and financial planning services. The firm reports approximately $187.3 million in discretionary assets under management and provides advice on a broad range of investments, including mutual funds, ETFs, REITs, variable annuities and other securities.
The firm typically manages client accounts on a discretionary basis and tailors investments to each client's objectives and risk tolerance, often implementing third‑party model portfolios and sub‑advisers that it monitors and may replace without prior client approval. Operational choices disclosed in the brochure include managing cash through the custodian’s money‑market vehicle and noting that tax efficiency is not a primary consideration unless otherwise agreed in writing.
Distinctive aspects of Journey’s practice include its affiliation with an insurance agency and that advisory personnel are licensed insurance agents who may earn commission‑based compensation for insurance sales, a practice the brochure identifies as a potential conflict of interest. The firm also routinely directs clients to recommended custodians (including Schwab and Interactive Brokers) for model portfolios, does not aggregate multiple client orders, and discloses no disciplinary history in the brochure.
Client services
Expertise
Fee options
Fixed fee for financial planning services; amount negotiated depending on complexity and scope; half due in advance, balance upon completion.
0.10% to 2.0% annually (variable rate depending on asset size, complexity, and services)
Commission-based compensation earned by persons licensed as insurance agents for selling insurance products, separate from advisory fees.
Hourly fee for financial planning and consulting services; specific rates not stated, negotiable based on complexity and scope.
Main office
3040 E 17th Street, Suite 2
Ammon ID 83406
Advisors at this office
5
Most active in
Arizona · California · Idaho · Montana · Nebraska · Texas · Utah · Washington · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Makenna R
Series 65
Ammon, ID
Journey Retirement Planning and Investment Management, LLC
Makenna Rasmussen is a financial advisor at Journey Retirement Planning and Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at Capita Financial Network, Clark Rasmussen Taylor Accounting, and America First Credit Union, among other organizations. Journey Retirement Planning and Investment Management, LLC serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services. The firm manages approximately $187.3 million in discretionary assets and uses a tailored investment approach that includes third-party model portfolios and sub-advisers.
Jordan A
Series 65
Ammon, ID
Journey Retirement Planning and Investment Management, LLC
Jordan Anderson is a financial advisor at Journey Retirement Planning and Investment Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Townsquare Capital, LLC and Allegis Investment Advisors, LLC. Outside of his advisory role, Anderson serves on the board of Champ's Heart, a nonprofit organization providing equine encounters for special needs children, where he is involved in marketing and website management. Journey Retirement Planning and Investment Management, LLC offers discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $161.1 million in discretionary assets and utilizes strategies such as modern portfolio theory, fundamental and charting analysis to tailor investment advice based on clients’ objectives and risk tolerance.
Jennifer L
Series 63, Series 65
Ammon, ID
Journey Retirement Planning and Investment Management, LLC
Jennifer Landon is a financial advisor with Journey Retirement Planning and Investment Management, LLC, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has worked at several firms, including TownSquare Capital, LLC and Allegis Investment Advisors, LLC, and has been involved with Journey Financial Services since 2007. She also serves as President and Agent at Journey Financial Services, which offers annuities and life and health insurance products. Journey Retirement Planning and Investment Management, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $161.1 million in discretionary assets and employs a variety of investment strategies tailored to clients’ objectives, risk tolerance, and time horizons.
Rachel L
Series 65
Ammon, ID
Journey Retirement Planning and Investment Management, LLC
Rachel Ludlow is a financial advisor with Journey Retirement Planning and Investment Management, LLC and holds a Series 65 credential. She has been with the firm since 2025 and has experience managing office operations and special projects at Journey Financial Services Inc., an affiliated licensed insurance agency. Journey Retirement Planning and Investment Management, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $161 million in assets across about 570 client relationships. The firm employs a range of investment strategies and conducts ongoing account monitoring with regular reviews.
Paul M
Series 65
Ammon, ID
Journey Retirement Planning and Investment Management, LLC
Paul Mc Hugh is a financial advisor at Journey Retirement Planning and Investment Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Porter House Inc. and State Farm Insurance. Mc Hugh is also an independent licensed insurance agent in Idaho. Journey Retirement Planning and Investment Management, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $161.1 million in discretionary assets and employs a variety of investment strategies tailored to clients’ objectives and risk tolerance.
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