Is JFA right for you?

We pride ourselves on providing customized, personal advice to help you pursue your financial goals.  By spending time getting to know you and your objectives and risk tolerances, we are able to formulate a plan that addresses your specific circumstances.

All planning and investment portfolios are personalized to your specific situation and generally involve long-term (three to five year time-frames and longer) rather than short-term speculation.  If you have company stock or other unique factors, we can accommodate those needs as well.

We seek clients that want to build a long-term relationship and are committed to a team approach in working toward your financial goals.

If needed, we will coordinate our efforts with other specialists (such as a tax preparer, accountant, or estate planning attorney).  If you already have these contacts, we will be happy to work with them as well.

We invite you to call our office to schedule a no-obligation meeting with Phil Johnson or Marcus Johnson.  During this initial meeting, you will learn more about our services and Phil or Marcus will learn more about your personal financial situation and whether you would benefit from the services offered by JFA.  There is no cost for this initial meeting.  Call our office at (602) 242-4000 or (800) 735-4102 for more information.

Why choose an Independent Advisor?

Johnson Financial Advisors has been serving clients for more than 30 years and is a Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC). As an independent financial services firm, we are focused on your best interests above all else, and are not beholden to any specific product or investment. Banks and most broker-dealers limit the services and investments that their representatives can recommend.

The independent advisor business model is one that puts both the clients’ and the advisor’s interests into harmony.

In the end, we believe clients can rest more assured that their financial goals are being appropriately placed in the center of the planning and investing process. To learn more about whether an independent advisor is right for you, please call (602) 242-4000 or (800) 735-4102.