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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Journey Financial, LLC - Jefferson, IA

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Journey Financial, LLC - Jefferson, IA

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We are a financial firm committed to helping people pursue their financial goals. We provide real solutions to life’s most important financial questions.

We offer a wide range of financial products and services to individuals and business owners. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker - dealer, member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Journey Financial, LLC are not affiliated.

11/02/2026

When it comes to estate planning, the terms estate and probate go hand in hand. Your estate includes the assets and belongings you leave behind, from your home and financial accounts to personal possessions and family heirlooms. Probate is the legal process that may be used to settle your estate after your passing, including addressing debts and distributing assets to the appropriate beneficiaries or heirs.

Understanding how these two terms are connected can help you make more informed decisions about your estate plan. Taking time to organize your assets, document your wishes, and work with an estate-planning professional can help prepare your loved ones for the future and provide greater clarity during an already difficult time.

Estate planning is about more than what you leave behind. It's also about making things easier for the people you care about most.

Stay tuned for more estate-planning terms and tips in our monthly series!

10/31/2026

What a SPOOK-tacular night!

Our team had a blast handing out candy to more than 650 kids at Thursday’s Spook the Loop event! Thank you to everyone who stopped by and helped make it such a fun evening. We loved being part of the Halloween fun!

10/28/2026

What would happen if you were temporarily or permanently unable to make your own health care decisions?

Would the people you trust know what you want, and have the legal authority to act on your behalf?

Planning ahead may include documents such as health care power of attorney, along with advance directives.

Don’t wait for a crisis to start the conversation. A little planning now can help reduce uncertainty later.

10/27/2026

Coffee? Juice? Snacks? A little Journey Financial news? Count us in!

Join us for Java & Juice, hosted with Jefferson Matters, on November 13th at 9:30 AM at the Journey Financial office!

Stop by, enjoy a snack, and catch up with us! We’ll share what we’ve been up to this year and give you a peek at some of the exciting things we have planned for the future.

Bring a friend, bring your curiosity, and come enjoy a morning of good conversation and community connection!

10/26/2026

Have you ever wondered what the difference is between a will and a revocable trust? Estate planning can feel overwhelming, but understanding your options is an important step in planning for the future!

In this episode of Tips with Tim & Max, Max breaks down the key differences between a will and a revocable trust and explains what you should know when considering your estate planning options.

Watch now to learn more and take a step toward planning for tomorrow!

You can also catch this video and more on our YouTube channel! https://youtu.be/bwL39SnJ9BI

Have questions about your financial plan? The Journey Financial team is here to help!

10/22/2026

Estate planning is one of those things that’s easy to put off, until life gives you a reason to wish you hadn’t.

A thoughtful plan can help make important decisions easier for your loved ones and help ensure your estate is handled according to your wishes.

Whether you’re just getting started or it’s been a few years since you reviewed your plan, now is a great time to make sure it still reflects what matters most to you.

A little planning today can make a meaningful difference for your family tomorrow.
Reach out to our team to start the conversation.

10/21/2026

Retirement planning isn't just about replacing your paycheck.

It's also about planning for the expenses you'll have once that paycheck stops, including your healthcare.

Medicare can be an important part of your healthcare coverage, but you will still want to account for premiums and other potential out-of-pocket costs in your retirement budget.

Build healthcare expenses into your retirement projections rather than treating them as an afterthought.

10/20/2026

Join us October 26 at 5:00 PM, for a second informational meeting about our 2027 Journey Explorers Club trip to the Canadian Rockies!

We’ll be exploring the breathtaking Canadian Rockies on an unforgettable 8-day journey, July 31–August 7, 2027. From vibrant cities and majestic mountains to crystal-clear lakes and one of the world’s most scenic train rides, this premier adventure is sure to create memories that last a lifetime.

Come learn more about the itinerary, what’s included, and what you can expect on this incredible journey!

If you’d like to attend, please RSVP by October 22 by emailing [email protected] or calling (515) 386-2570. Please let us know if you’ll be joining us in person or via Zoom.

We’d love to have you join us and start dreaming about your Canadian Rockies adventure!

10/19/2026

Medicare can feel complicated, but understanding the basics is a great place to start!

In this episode of Tips with Tim & Max, Tim breaks down the different parts of Medicare and explains what each one covers to help you feel more confident navigating your options.

Tune in to learn the basics and take another step toward making informed decisions about your Medicare coverage!

You can also watch this video and more on our YouTube channel! https://youtu.be/c1Iuu19CG7c

10/17/2026

Still thinking about joining our Canadian Fishing Adventure in 2027?

Experience this unforgettable fishing adventure August 19–24, 2027, along the beautiful English River System at the breathtaking, off-the-grid One Man Lake Lodge.

Get ready for exceptional fishing for walleye, smallmouth bass, and northern pike, with professional guides who know these waters inside and out!

Limited availability remains for this adventure! Contact us today to learn more about this trip!

Address

121 E. Lincoln Way
Jefferson, IA
50129

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+15153862570

Website

https://www.journeyfinancialllc.com/

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