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The Planning Playbook
We are thrilled to announce our Quarter One Seminars for 2026!
January 8th - The Art of Healthy Livin' with Dr. Philip Heisterkamp*
January 22nd - Investing 101: The Basics
February 24th - Understanding Your Retirement Accounts
March 19th - The Basics of Tax Planning
Click the button to learn more about our seminars and stay tuned for updates on which exciting topics Tim and Max will cover next!
*Dr. Philip Heisterkamp is not affiliated with Journey Financial or LPL Financial.
Local CFP® Completes Advanced IRA Training at National Conference
Tim Heisterkamp, Certified Financial Planner™ of Journey Financial LLC, has completed advanced IRA and retirement-tax training with Ed Slott and Company, LLC by attending the firm’s Fall 2025 workshop of Ed Slott’s Elite IRA Advisor GroupSM, held November 6–7 in Austin, Texas.
Click below to read the full Press Release.
Journey Explorers Club - Alaskan Cruise Tour 2026
At Journey Financial, we are always looking for meaningful ways to deliver value to our clients. That’s why we are excited to invite you to our Journey Explorers Club, an exclusive travel experience crafted for our clients. For our first trip, join us on a 10‑day Alaskan Cruise Tour from July 23 ‑ August 2, 2026, full of glaciers, wildlife, and curated local adventures!
What truly sets this experience apart is that you are not traveling alone: a Journey Financial team member will be right there with you, every step of the way. This group‑focused design ensures you can travel confidently throughout the trip, ensuring you can relax, bond with fellow clients, and explore without the stress of planning.
Stay tuned to our website and Facebook for updates. We hope you'll join us to discover the allure of Alaska and consider joining this extraordinary journey.