Simplify Your Retirement

We are committed to helping you achieve all your financial goals so you can enjoy a more stress-free retirement.

Welcome to Johnson Wealth and Income Management

At Johnson Wealth and Income Management, we are committed to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will help ensure a more secure future. We provide impeccable guidance and service designed to help you reduce taxes, protect your assets, and ensure you’ll have the reliable income you need to enjoy the kind of retirement you desire and deserve.

Retirement Planning

We are Income Specialists who understand the best ways to help preserve your savings so that you can use it as a renewable source of income for retirement.

Tax Strategies

A sound financial plan should minimize your tax burden and maximize potential tax breaks.

Investment Advice

We can help you avoid the common mistakes that impede so many investors.

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Our specialty is to generate income from your investments, so you can have the retirement you deserve.

Because your money doesn’t retire, YOU do!

Listen to The Capitalized Life and Retirement Radio Show

Tune in each week as Matthew P. Johnson explores the concepts and strategies necessary to live “The Capitalized Life and Retirement.” Ask yourself: “Am I living the life I want to live?” and “Am I as prepared for retirement as I’d like to be?”

More Ways To Connect

Mathew P. Johnson and the Johnson Wealth and Income Management team are committed to educating clients and the community. Follow Matthew on his Facebook page and YouTube channel for timely updates on relevant topics.

The Capitalized Life YouTube Channel

We Are a Proud Member of Retirement Income Source

Retirement Income Source is comprised of a national network of financial advisors who specialize in income-generating investment strategies designed to help protect your retirement savings.

As a Retirement Income Source, the financial advisors at Johnson Wealth and Income Management are uniquely qualified to help you enjoy financial peace of mind through reliable streams of income you can count on throughout retirement.

Sign Up For Our Free Educational Video Series

Preview this short, animated video illustrating some important facts you should know about retirement. By understanding certain patterns, you’ll be better prepared to sort through the hype and focus on strategies that can help you avoid damaging losses to your retirement savings.
If you like what you see, you’ll be able to sign up to watch the entire video, plus other helpful videos, in our animated series.

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Sign Up for Our Free Educational Video Series

Retirement Reports

Learn all you need to know about your retirement planning and investment options.
We Offer Virtual Meetings

Get Your FREE
RETIREMENT REVIEW
To Find Out How We Can Help Simplify Your Retirement!

Phone

Main Line: (515) 332-7000
Toll Free: (866) 290-3837
Fax: (515) 332-2121

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Clear Lake Location

11 Plaza Drive
Clear Lake, IA 50428
Ph: 866-290-3837

Humboldt Location

12 3rd St N.
Humboldt, IA 50548
Ph: 866-290-3837

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