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We Offer A
Wide Range of Services
Financial Planning
We bring all of the pieces of your financial situation together to maximize your ability to reach your goals. As an independent Advisor, I take a proactive approach to financial planning with the ultimate goal of helping to protect your lifestyle now and throughout retirement. We’ll begin by learning what’s most important to you and developing strategies aligned with your personal goals and objectives. As your financial coach, we’ll take the time to educate you on your financial situation and the opportunities available to you, bringing clarity to even the most complex financial challenges in these and other areas.
Financial Planning
We bring all of the pieces of your financial situation together to maximize your ability to reach your goals. As an independent Advisor, I take a proactive approach to financial planning with the ultimate goal of helping to protect your lifestyle now and throughout retirement. We’ll begin by learning what’s most important to you and developing strategies aligned with your personal goals and objectives. As your financial coach, we’ll take the time to educate you on your financial situation and the opportunities available to you, bringing clarity to even the most complex financial challenges in these and other areas.
Retirement Planning
Planning for retirement encompasses determining income goals and decisions to achieve these goals before retirement. The process involves sizing up expenses, identifying income sources, and creating a saving plan, and managing assets. In retirement planning, individuals estimate future cash flow to determine whether the retirement income goal can be achieved. An effective retirement plan allows individuals to retain their financial stability and independence after their work lives. Every person’s retirement plan is unique because it varies depending on how they want to spend their life after retirement.
Retirement Planning
Planning for retirement encompasses determining income goals and decisions to achieve these goals before retirement. The process involves sizing up expenses, identifying income sources, and creating a saving plan, and managing assets. In retirement planning, individuals estimate future cash flow to determine whether the retirement income goal can be achieved. An effective retirement plan allows individuals to retain their financial stability and independence after their work lives. Every person’s retirement plan is unique because it varies depending on how they want to spend their life after retirement.
Wealth Management Services
Johnson Wealth Management provides ongoing portfolio and wealth management services in conjunction with financial planning for:
- Individuals
- Trusts
- Families
- Small Business Owners
- Guardianships
- Non-Traditional Families
We serve as a fiduciary advisor on every client account, meaning we will always do what is in the best interest of the client.
Wealth Management Services
Johnson Wealth Management provides ongoing portfolio and wealth management services in conjunction with financial planning for:
- Individuals
- Trusts
- Families
- Small Business Owners
- Guardianships
- Non-Traditional Families
Risk Management
- Asset-protection strategies
- Life insurance analysis and review
- Disability insurance analysis and review
Risk Management
- Asset-protection strategies
- Life insurance analysis and review
- Disability insurance analysis and review
Tax Planning
Remember that a sound financial plan leads with investments and builds in a tax management strategy.
Tax Planning
Remember that a sound financial plan leads with investments and builds in a tax management strategy.
