Plan. Grow. Thrive.
Your money should work as hard as you do.
Johnson Wealth and Income Management helps individuals take control of their financial future with a clear plan, expert guidance, and a partner who’s in your corner every step of the way.
Whether you’re just starting out or planning your next chapter, we’ll help you build the financial confidence to get there.
Financial clarity isn’t a luxury — it’s a plan.
Most people aren’t bad with money — they’re missing a clear strategy. We help build one together, built around your life, not a template.
01
A plan that fits your life
Whether retirement is decades away or right around the corner — your strategy starts with where you actually are right now.
02
Ongoing guidance, not a one-time pitch
Life changes. Your plan should too. We’re a long-term partner, not someone who disappears after the first meeting.
03
Fiduciary — legally on your side
As fiduciaries, we’re legally required to act in your best interest. No hidden commissions, no conflicts of interest — ever.
Why This Process Works
Wherever you are, we meet you there.
From first-time budgeters to families planning generational wealth — we’ve guided people through every financial milestone.
Retirement planning
We help build a clear path to retirement, including RMD strategies to manage withdrawals and minimize taxes.
Investment strategy
Stop guessing. Get a clear, risk-appropriate investment plan that grows with you and doesn’t keep you up at night.
Income planning
We’ll help you understand where your money is going and build a clear strategy that protects your lifestyle and keeps you on track.
The best time to get a plan was yesterday. The second best is today
Schedule a free, no-pressure conversation with one of our advisors. We’ll listen first, ask the right questions, and help you see your financial picture more clearly — no commitment, no sales pitch, just an honest conversation about where you are and where you want to be.
Matthew P. Johnson
Investment Advisor Representative | Owner and President
Matthew P. Johnson is the President and Owner of Johnson Wealth and Income Management, a third-generation firm that has served clients for more than 75 years. With nearly three decades of experience in the financial services industry, Matthew helps individuals approach retirement with clarity, confidence, and purpose.
The information provided herein is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities, investments, investment strategies, or investment advice relating to securities, nor is the information a representation that any security is a suitable or appropriate investment for any person. In addition, please consider the appropriateness of the advice having regard to your own objectives, financial situation, and needs. This presentation does not constitute legal or tax advice. Participants should not act or refrain from acting based on the content of this presentation without seeking appropriate professional advice specific to their individual situation. All investment returns are hypothetical, and where quoted, past performance is not indicative of future performance. Sound Income Strategies, LLC does not create this document nor represent or warrant that the contents of this document are suitable for you from a compliance, regulatory, legal or any other perspective. We shall have no responsibility for your use or non-use of the document or any portion thereof. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source®. Retirement Income Source® and Sound Income Strategies LLC are associated entities.
