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Our Services

Through a combination of services, the professionals at J. Johnson & Associates strive to provide greater financial health, and assist in the goal of Wealth Accumulation Planning for our clients.

Retirement Planning

  • IRA Accounts
  • 401K Rollovers
  • 401K Planning
  • Retirement Income Projection

Investments

  • Mutual Funds
  • Brokered CDs
  • Stocks
  • Bonds
  • Savings
  • Money Management Services

Financial Planning

  • Retirement Feasibility Plan
  • Wealth Accumulation Planning

Tax Planning

  • Yearly Tax Preparation
  • Free e-file

Insurance

  • Life
  • Health
  • Disability
  • Long Term Care
  • Medicare Supplements
  • Medicare Insurance

Are you paying too much for your life insurance? No need to shop the Internet - we can offer it here with personalized service

Estate Planning

  • Review of Will and Trust

We provide you with an investment solution to help meet your unique needs. You have a vision of the future. We build customized investment solutions to help you achieve that vision. Through J. Johnson & Associates, clients can access portfolio solutions that tap into the experience, insight, and reach of many of the best asset management firms in the United States.