Your Financial Coach
There can be great satisfaction in knowing you are taking steps to prepare for your financial future.
Services We Provide:
- Wealth Management
- Investment Management
- Pre-Retirement Planning
- Retirement Planning
- Financial Planning
Over the past two decades, Philip O. Johnson, CFP® has been named one of the nation's best certified financial planners by Bloomberg, Worth and Money magazines... Read More
Phil has over 30 years experience and most of our clients have been with us for more than a decade
Weekly Commentary 1/30/12
Stocks ended last week mixed, with the Dow seeing its first weekly decline of the year. Still,U.S.stocks are on track to end the first month of 2012 up, with the Dow currently holding its biggest monthly point gain in history, according to The Wall Street Journal. The Dow is also looking at its fourth-straight monthly gain and biggest monthly rise since October. For the week, the Dow fell 0.47 percent to close at 12,660.46. The S&P gained 0.09 percent to finish at 1,316.33 and the NASDAQ rose 1.07 percent to end the week at 2,816.55. Read More
Welcome to Johnson Financial Advisors
There can be great satisfaction in knowing you are taking steps to prepare for your financial future. Now you can have personalized coaching on everything from investments to retirement options. Your financial affairs will be organized, coordinated, and up to date.
The Value of a Financial Advisor
It's nice to have an advisor to guide you in all money matters - from car purchases to help with your company 401(k). Read More
Is JFA right for you?
We seek clients that want to build a long-term relationship in working toward their financial goals. Read More
Wealth Management
We pride ourselves on providing strategies to help you build and protect your wealth. Read More
What Our Advisors are Saying:
Philip O. Johnson, CFP®
Recent volatility in the markets has been triggered by negative news abroad, a downgraded U.S. credit rating, and frustration with Congress’ inability to address the debt issue. I am watching this market closely and encourage you to call me if you want to discuss your portfolio.
Lynn Johnson, CFP®
In our business, we sometimes joke that families spend more time planning a family vacation than their financial future. Our role is to help you in all financial areas, coordinating with other advisors as needed, and even working with multiple generations as wealth transfers to children.
Marcus F. Johnson
Your investments are diversified among various asset classes to reduce risk. The importance of proper asset allocation comes into focus during market downturns, when investors test their risk tolerance. We can help you make adjustments, as circumstances dictate, and also help you avoid emotional decisions.
Insights for Financial Planning - December 2011
Little Red Bucket
You know it's the holiday season when you hear the familiar distinctive tone of a bell ringing as you rush from the parking lot to the store entrance. At first you ignore the bell because you are focused shopper, list in hand, with determination to be in and out of there in just 15 minutes. But guilt overtakes you and you pause for a moment, pull out your wallet, and fumble for a few bills to put into the red bucket. And then you hear the phrase that you don't really feel you deserve, “God bless you….and have a Merry Christmas.” Read More
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