Help Simplify Your Retirement

Our commitment is to help you work towards
achieving all your financial goals and to
help provide you with a “worry free” retirement.

Welcome to Johnson Wealth and Income Management

At Johnson Wealth & Income Management, we have a commitment 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 contribute toward a more secure future. We provide impeccable client service to help reduce taxes and help protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

Retirement Planning

Involves taking a close look at your potential retirement income sources.

Tax Strategies

Managing your tax bill should be part of any sound financial approach.

Investment Advice

Can help you avoid some of the pitfalls that snare some 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 principals necessary to live The Capitalized Life and Retirement. Ask yourself… Are you living the life that you want? Are you as prepared for retirement as you’d like to be?

More Ways To Connect

As part of Johnson Wealth and Income Management, Matthew is committed to educating his clients and the community. For timely updates on relevant topics, follow Matthew on his Facebook page or on his YouTube channel.

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 well into 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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Click To Watch Preview

Sign Up for Our Free Educational Video Series

Retirement Reports

Learn about choices on your retirement income plans and options.
We Offer Virtual Meetings

Get Your Free
To Find Out How We Can Help Simplify Your Retirement!


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

retirement planning iowa

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