Additional Services Provided:
- Education Funding
- Social Security Planning
- Retirement Account distributions
- Funding of your Trust
- Guidance on loans to family members
- Gifting Strategies for children and grandchildren
- Charitable Giving while Living and at Death
- Business Succession Planning
- Review of real estate holdings
- Planning for Disabled Dependents
- Planning for Incapacity or Old Age
- Tax-Advantaged Wealth Distribution at Death
Coordinating with other Professionals
JFA will work with your existing professionals to ensure that all your financial concerns may be resolved. Part of the success of a comprehensive plan is for someone, with you, that can understand all aspects attending your finances. We can work with your existing professionals or lead you to any that could provide such services.
Wealth Management
We are a full-service financial planning, investment, and retirement planning firm. Whether you are looking for investment guidance or have financial goals such as retirement or college funding, Johnson Financial Advisors (JFA) is here to assist you.
Financial Planning
The purpose of financial planning is to assess where you are now and where you want to go. Learn More
Retirement Planning
A key part of our business is helping individuals plan for retirement in specific and measurable ways. Learn More
Investment Management
Investment management is the science of controlling and mitigating risk while seeking to optimize portfolio returns. Learn More
Estate Planning
Having the necessary legal documents to protect your assets is an important part of your overall financial plan. Learn More
Integrated Tax Planning
As part of the financial planning process, we will recommend strategies to reduce your tax burden now, as well as in the future. Learn More
Insurance and Risk Management
One of the goals of financial planning is help manage some of the risk that is part of everyday living. Learn More