Planning for retirement is no small feat, and as such, it takes dedicated professionals who understand the complex and ever-changing world of financial planning to step in and help make sure people plan effectively for the future. That is exactly what James Johnson, owner of Johnson Financial Group, has been doing since 2003.
Retirement planning is based around an individual’s needs, meaning there’s no cookie-cutter format. James understands this and knows effective retirement plans can’t simply be copied from person to person. Instead, he creates a customized strategy for each client based around their personal wants and needs.
“As an independent advisor, I serve as a fiduciary, which means I offer advice that is in each client’s best interest,” James said.
James’ status as an independent advisor also gives him access to a wide range of investment options, allowing him to tailor portfolios to each client’s needs, depending on a person’s current financial situation and risk tolerance.
James not only works one-on-one with each client to develop a personalized plan, but also takes the time to make sure they understand it, meaning clients are never left in the dark about any of their plan’s details.
“I want to help people plan confidently for the retirement they want,” James said. “By listening to clients’ questions, concerns and hopes for the future, I identify investment strategies to implement as part of a comprehensive wealth management plan that helps them pursue their specific goals.”
*Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
1272 A Jungermann Road • St. Peters