Journey Financial LLC, located in Jefferson, IA, is a reputable financial planning firm dedicated to providing personalized and compassionate services to individuals seeking guidance in managing their wealth and investments. Led by Certified Financial Planners Timothy Heisterkamp and Max Neese, the firm prioritizes treating each client uniquely, ensuring tailored solutions that address their specific financial needs and goals.
With a strong focus on education and empowerment, Journey Financial LLC offers a range of services including long-term care insurance, life insurance, individual health plans, and 401(k) information. Their team of experienced associates is committed to helping clients navigate the complexities of financial planning, from saving for college with a 529 plan to understanding the impact of taxes on retirement income strategies.
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