Journey Financial, LLC - Jefferson, IA

Journey Financial, LLC - Jefferson, IA 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.

What if your retirement strategy could help you manage not just investment risk, but tax risk, too?Tax diversification m...
09/01/2026

What if your retirement strategy could help you manage not just investment risk, but tax risk, too?

Tax diversification means spreading your retirement savings across different account types that are taxed differently, such as:

Taxable accounts: Investments are held outside retirement accounts and may offer flexibility, with taxes depending on the type of income or gains.

Tax Deferred accounts: Contributions may receive tax benefits today, but withdrawals are generally taxable.

Roth accounts: Contributions are made with after-tax dollars, and qualified withdrawals are generally tax-free.

Why does this matter? Because no one knows exactly what tax rates will look like in the future. Having different types of accounts can give you more flexibility when deciding where to take income from in retirement.

Tax diversification isn't about predicting the future, it's about preparing for it. Want to learn how tax diversification could fit into your financial plan? Let's start the conversation.

08/31/2026

Alaska, you were unforgettable!

Our first Journey Explorers Club adventure was filled with breathtaking views, incredible memories, and an amazing group of travelers. Here's to the first of many!

08/29/2026

We think it's kinda chic to make financial decisions with confidence!

Every Stage Matters Financial security is an important part of retirement, but so are the experiences, relationships, an...
08/27/2026

Every Stage Matters

Financial security is an important part of retirement, but so are the experiences, relationships, and opportunities that give your life purpose. Whether you dream of traveling, volunteering, spending more time with family, pursuing hobbies, or simply enjoying a slower pace, your financial plan should support the lifestyle that's meaningful to you.

No matter what stage of life you're in, thoughtful planning today can help create the freedom to enjoy tomorrow.

We are excited to announce our second 2027 Journey Explorer Club trip for our clients! Our second trip is designed with ...
08/26/2026

We are excited to announce our second 2027 Journey Explorer Club trip for our clients!

Our second trip is designed with our fishermen in mind! Join us August 19th – August 24th, 2027, for an unforgettable adventure at One Man Lake Lodge, an all-inclusive fishing lodge nestled on a remote island along the English River.

Enjoy four full days of guided fishing for Walleye, Northern Pike, and Smallmouth Bass. With experienced guides by your side, you'll have the knowledge and support you need to make the most of every day on the water. This trip offers the perfect combination of remote wilderness, great fishing, and an all-inclusive lodge experience.

If you would like to learn more or how to register for this trip, send an email to [email protected] or call our office!

We cannot wait to unlock this adventure with you!

Welcome Back to School!A new school year brings fresh opportunities to learn, grow, and achieve great things. We want to...
08/25/2026

Welcome Back to School!

A new school year brings fresh opportunities to learn, grow, and achieve great things. We want to wish all students, teachers, school staff, and families a wonderful first day and a successful year ahead.

Here's to new friendships, exciting discoveries, and reaching new goals. Have a fantastic school year, we're cheering you on every step of the way!

08/24/2026

Markets are driven by more than numbers, they’re driven by emotions, too.

In this video, Tim walks through the Cycle of Market Emotions and explains how emotions like optimism, excitement, fear, and uncertainty can influence investor decisions throughout a market cycle.

Understanding these emotional patterns can help put market ups and downs into perspective and serve as a reminder to stay focused on your long-term financial goals rather than reacting to short-term noise.

Watch the video to learn more about the Cycle of Market Emotions and why recognizing where emotions fit into the market cycle can be an important part of staying disciplined.

Click here to watch on YouTube: https://youtu.be/jVi5d-RjHas

Last call to join our informational meeting about our 2027 Journey Explorer Club trip to the Canadian Rockies!Join us on...
08/22/2026

Last call to join our informational meeting about our 2027 Journey Explorer Club trip to the Canadian Rockies!

Join us on an unforgettable 8-day journey, July 31 – August 7, 2027. To learn all about this exciting adventure, we invite you to our informational meeting August 25 at 5pm or check out our website.

If you'd like to attend the informational meeting on August 25, please RSVP by emailing [email protected] or calling (515) 386-2570, and let us know if you will be attending in person or via zoom.

What a night! Last week, we hosted our first-ever Ladies Night: Women, Wine & Wealth Planning, and we couldn’t have aske...
08/21/2026

What a night! Last week, we hosted our first-ever Ladies Night: Women, Wine & Wealth Planning, and we couldn’t have asked for a better evening.

We brought our women clients together for an evening centered around financial planning, meaningful conversations, connection, and a little wine!

We talked about the unique financial considerations women may face throughout their lives and the importance of creating a financial plan that supports the life and future you envision. And to bring those visions to life, Kristin Lang led us through a creative and inspiring custom vision board activity.

We’re so grateful to everyone who joined us, shared their stories, and made our first Ladies Night such a memorable one. Here’s to more opportunities to connect, learn, dream, and grow together!

Every Stage Matters Life doesn't always unfold the way we expect. The loss of a spouse, whether through divorce or the d...
08/20/2026

Every Stage Matters

Life doesn't always unfold the way we expect. The loss of a spouse, whether through divorce or the death of a loved one, can bring significant emotional and financial changes.

During times of transition, it's important to give yourself the space to process while also taking thoughtful steps to protect your financial future. A clear financial plan can help provide direction as you navigate what's next.

You don't have to have every answer right away. Taking one step at a time can help you move forward with greater confidence and clarity.

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

Alerts

Be the first to know and let us send you an email when Journey Financial, LLC - Jefferson, IA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category