Friendly & Courteous
Full Service Financial firm
Johnson Wealth and Income Management offers a wealth of services custom-designed to help you get the most from your retirement.
- Retirement Planning
We believe that it is essential for those who are retired or nearing retirement to understand the best ways to navigate the complexities of planning and saving for retirement. When you work with us, you are working with Income Specialists who understand best ways to help preserve your savings so that you can use it as a renewable source of income for retirement. As retirement advisors, we work closely with our clients to provide them with retirement planning advice that gives them the best chance of achieving their long-term financial goals. Our retirement planning services include strategies that can help you:
- Generate steady income in retirement
- Minimize your exposure to market risk
- Maximize your tax savings
- Investment Planning
Making good decisions now can benefit you for the rest of your life, so we approach your Investment with care. With so many options available, we offer important insights into navigating the fluctuating markets. We adhere to smart financial planning strategies that are designed to guide the growth and health of your investments throughout your lifetime. We specialize in helping you achieve your financial goals through income-generating investment strategies, while also providing a wide range of financial planning services.
- Tax Options
You may leave behind a lot of things when you retire, but your tax burden isn’t one of them. In fact, without proper income tax reduction strategies, they can potentially be an even bigger burden in retirement. As tax specialists, we know the keys to avoiding that risk are awareness and planning. As tax specialists, we can help you implement tax saving and reduction strategies that can help to minimize the amount of taxes you pay overall, including when it comes time to start taking your Required Minimum Distributions.
- Insurance Options
Insurance transfers the financial risk of life’s events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.
- Money Management
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. We provide a wide range of services to help you manage and preserve your wealth.
- Lifestyle Balance
We take a holistic approach to financial planning that understands how mental, emotional, and physical good health are connected to financial good health. That’s why we focus on strategies designed to ensure you can achieve your retirement goals with more confidence and less stress.