Think of a comprehensive financial plan as a thorough fiscal health review and wellness plan. Just as your health professionals help you plan how to achieve your optimal wellness, a financial advisor works with the client to design a thorough approach to enable the pursuit of their goals. At Johnson Wealth Management, our goal is to listen, advise and assist you in designing your perfect future.
Your journey is our journey. It is important to us that we work hand-in-hand with our clients to understand their full financial picture and what they want to achieve. We start with a thorough review of the current economic situation, and then we determine the desired goals and priorities. Factors may include college, retirement, tax and estate planning strategies, insurance, long-term care plans and debt structuring, among others. That allows us to create a strategy to pursue your goals while accommodating risk.
Johnson Wealth Management values our long-term partnerships with our clients. We work with young adults to advise on retirement accounts and investments, then again as they become new business owners. As those businesses grow, we assist with investment strategies and business plans, and then we help the owners plan their retirement transition. When you are ready to address your financial potential, call us at (573) 237-3100 for an appointment.