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Welcome to
Johnson Wealth Management
Johnson Wealth Management brings more than 30 years of experience helping individuals, families and small businesses plan for their financial futures. We enjoy working with people who have various levels of financial knowledge and experience, taking the time to educate you on concepts and helping to bring greater clarity and deeper understanding across all aspects of your life. We invite you to learn why our clients rely on us to provide the thoughtful insight, honest communication, and caring service they have come to expect from our experienced team.
Services Offered by
Johnson Wealth Management
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.
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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.
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Wealth Management
Johnson Wealth Management provides ongoing portfolio and wealth management services in conjunction with financial planning for:
Individuals
Trusts
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Individuals
Trusts
Risk Management
Asset-protection strategies
Life insurance analysis and review
Disability insurance analysis and review
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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.
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