Services

How We Work

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

Financial Planning

Review of Will and Trust

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

tracy@johnjohnson.com | (920) 683-3606