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Retirement Planning

Whether you have just started in your career or are approaching retirement age, it's never the wrong time to consider retirement planning. You will need a sufficient source of funding when you have reached the end of your working days so you can allow the plan and the time-value of money to work for you. 

Retirement Income Sources

The best time to begin planning for your retirement is early in your career so you can allow the time value of money to work for you. Most people utilize a mix of Social Security, personal savings, investments, and a qualified retirement plan to fund their living expenses after their working years are over.


A robust retirement plan involves taking a comprehensive look at your current financial condition, estimating the funds needed to support your future goals, and taking stock of your income sources. Our team of financial advisors understands the complexities involved in retirement planning. They will work with you to craft an individualized plan that considers the following:

Retirement Income & accumulation Strategies

Advanced Investment Strategies to Preserve Wealth & Manage Risk

Customized Strategies to Maximize Social Security Benefits

Tax Strategies (including Roth IRA Conversions)

Long-Term Care

Guidance for Charitable Giving

estate planning

Life insurance

Contact Johnson Wealth Management

At Johnson Wealth Management, we are proud of the lifelong partnerships we develop with our clients. For retirement planning support and advice that evolves with your life changes, contact our professional staff today.