Jensen Complete Wealth

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Jensen Complete Wealth This communication is strictly intended for individuals residing in the United States. Read our Terms of Use: https://www.commonwealth.com/termsofuse.html

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

10/15/2026

The IRS wants to match you. Not something you hear every day.

If you got a letter from the IRS about the "Saver's Match," it's not a bill.

Starting in 2027, the government will match 50% of what eligible savers put into a retirement account, up to $1,000 a year per person.
It sounds simple, but there are rules on who qualifies, which accounts count, and what you need to do to actually get it. Plenty of people who qualified for the old Saver's Credit never claimed it, and we'd hate to see that happen again.
If you got the letter and aren't sure what it means for you, give us a call. We're happy to look it over with you and help you figure out if you qualify and how to set things up so you don't leave that match on the table.
(563) 412-6305

The Jensen brothers are ready for NFV homecoming! 🩵 Good luck tonight, TigerHawks! 🏈
10/09/2026

The Jensen brothers are ready for NFV homecoming! 🩵 Good luck tonight, TigerHawks! 🏈

10/08/2026

Why is a dollar today worth more than a dollar tomorrow?

Two words: compound interest.

In this video, Travis explains the "8th wonder of the world" and why time might be the most valuable thing in your financial plan.
(563) 412-6305

Fall is here, and so is the sun (finally!) 🍂 The Jensens had some fall fun at the pumpkin patch this weekend 🎃 We hope y...
10/05/2026

Fall is here, and so is the sun (finally!) 🍂 The Jensens had some fall fun at the pumpkin patch this weekend 🎃 We hope you are enjoying this beautiful October weather!

10/02/2026

Simple question: what's the biggest expense of your life?
If you said your house… you might want to watch this.

For many people, it's taxes. Not this year's tax bill, but the lifetime total. Here's why planning for it now can make a real difference later. 👇
(563) 412-6305

09/24/2026

One of the most overlooked parts of retirement planning has nothing to do with investments.
Your ability to enjoy retirement depends on more than your account balance. Taking care of your physical and mental health today can have just as much impact on your future as the financial decisions you make.

09/17/2026

Started a new job and not sure what to do with your old 401(k)?
You're not alone. A lot of people are surprised to learn they usually have a few different options. You may be able to leave it where it is, move it to your new employer's plan, roll it into an IRA, or take the money out.
The best choice depends on your situation, so it's worth taking a few minutes to understand the trade-offs before making a decision.
📍109 Adams St, West Union, IA
📞 563-412-6305

09/10/2026

The finishing touches are complete!

We want to sincerely thank everyone who worked on this project. We're grateful for the quality work and attention to detail that helped bring this office to life.

📍 109 Adams St., West Union, IA
📞 (563) 412-6305

A little glimpse into one of Brian's hobbies outside the office. 🐝 Bees are a good reminder of what steady work can acco...
09/09/2026

A little glimpse into one of Brian's hobbies outside the office. 🐝 Bees are a good reminder of what steady work can accomplish. They gather a little at a time, day after day, preparing for the future. Building wealth often works the same way. Lasting results are rarely built overnight. More often, they're the product of steady work, consistency, and a plan.

Heads up: we will be closed on Monday for Labor Day. We hope you all enjoy the long weekend!
09/04/2026

Heads up: we will be closed on Monday for Labor Day. We hope you all enjoy the long weekend!

Address

109 Adams Street
West Union, IA
52175

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

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