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.

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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.

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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Retirement Reports

Learn about choices on your retirement income
plans and options.

(515) 332-7000

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

Humboldt Location

12 3rd St N.
Humboldt, IA 50548

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