Journey Financial, LLC - Jefferson, IA

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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.

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 though...
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.

Retirement planning isn't just about replacing your paycheck.It's also about planning for the expenses you'll have once ...
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.

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

Still thinking about joining our Canadian Fishing Adventure in 2027?Experience this unforgettable fishing adventure Augu...
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!

Last call for our Medicare Seminar!Date: Tuesday, October 20, 2025Location: 121 E Lincoln Way, Jefferson, Iowa 50129 (In...
10/16/2026

Last call for our Medicare Seminar!

Date: Tuesday, October 20, 2025
Location: 121 E Lincoln Way, Jefferson, Iowa 50129 (In-Person Only)
Times: 10:00 AM or 4:00 PM (choose what works best for you)

Join us for another educational session of our Planning Playbook Series, focused on understanding the basics of Medicare. Designed to educate on the different parts of Medicare, enrollment dates and some commonly asked questions.

RSVP on the Events page on our website, by emailing [email protected] or call 515-386-2570.

Have you heard of IRMAA?IRMAA stands for Income-Related Monthly Adjustment Amount. It’s an additional amount that some M...
10/14/2026

Have you heard of IRMAA?

IRMAA stands for Income-Related Monthly Adjustment Amount. It’s an additional amount that some Medicare beneficiaries pay on top of their standard Part B and Part D premiums when their income is above certain thresholds.

One important detail: Medicare generally looks at your tax return from two years earlier when determining whether IRMAA applies.

That means a major financial event, such as selling an investment, taking a large retirement distribution, or having another significant change in income, could potentially affect your Medicare premiums in a future year.

Planning ahead can help you better understand how your income decisions may interact with Medicare costs.

Your Medicare Part D plan may have worked well for you this year, but that doesn’t necessarily mean it will be the right...
10/12/2026

Your Medicare Part D plan may have worked well for you this year, but that doesn’t necessarily mean it will be the right fit for next year.

Each year, take a fresh look at your prescription coverage. Pay attention to changes in your medications, premiums, deductibles, pharmacy networks, and what your plan covers.

The goal isn’t to automatically switch plans, it’s to know what you’re paying for and understand your options before making a decision.

Put an annual Part D review on your financial calendar so it doesn’t get overlooked.

10/10/2026

From cozy sweaters and pumpkin treats to football games and colorful leaves, everyone has their own favorite thing about fall!

We asked our team to share what they love most about the season, and now we’re sharing their answers with you!

Watch the video to see our team’s fall favorites, and tell us in the comments: What’s YOUR favorite thing about fall?

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

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