If you’re like us you’re a planner. You’re not content with the status quo. You’re striving to make the most of what you have—now and in the future. Whether you’re just starting out, building a business or nearing retirement, you probably have a clear vision of what you want. You may be less sure of how to get there. That’s where we come in.
We’ve worked with clients from all backgrounds, and we understand the challenges you face and the values you want to protect. And while each of our clients may be different, there’s one thing you all have in common: The need for a lifelong financial road map designed to help you create the life you want for today, tomorrow and whatever comes next.
You know what it takes to survive and thrive as a business owner - take an idea and bring it to life. Running a business is a 24/7 commitment. We get it. We're entrepreneurs at heart, too. And we understand the challenges you have to overcome.
This is it. Your time. You may have been dreaming of retirement for years, possibly decades, and now it's here. The good news is you likely have 20 or more years ahead of you to enjoy life as you see fit. Let's make sure you're ready.
As a healthcare professional, you may face many of the same issues as other affluent professionals, but you have unique needs, too. You can rely on us to provide customized guidance to manage and protect the wealth you've worked so hard for.
Your future deserves the same time and energy that's devoted to your job and your family. We understand you could use some guidance to ensure that your money is working as hard as you do.
When it comes to financial planning, there is only one person that matters: YOU. Because this is your life, your goals, your dreams. In fact, the more engaged you are, the better the chances that you will be able to create—and fund—the life you’ve always wanted. And we’re here to help keep everything on track.
Together, we can help you bring your vision for the future into sharp focus so you can begin to prepare for it. While our planning process can be divided into four steps, it really is an ongoing endeavor that evolves as your life does. Here’s how it works:
Meet The Team
Building relationships and a sense of camaraderie can help provide support, motivation and ownership to a shared belief. At Johnson Insurance we believe that creating a strong culture and community is just as important as any plan we deliver.
Johnson Insurance - Financial Advisor: Greg Johnson