Johnson Wealth Management

Our firm was founded on the strong belief that financial planning should be a collaborative process, tailored to each individual's unique goals and aspirations. With over 30 years of industry experience, Ricky Johnson leads our team of dedicated professionals in developing and implementing comprehensive financial plans that empower clients to achieve their financial dreams.

Our Mission

Our mission is to build lasting relationships with our clients by:

• Understanding your goals: We take the time to learn about your individual financial aspirations, whether it be for your personal finances or your business.
• Developing a comprehensive plan: We create a personalized roadmap that addresses all aspects of your financial life, including investments, retirement planning, insurance, and estate planning.
• Communicating clearly: We believe in open and transparent communication, providing you with clear explanations and regular progress updates.
• Working collaboratively: Our team approach ensures that you have access to diverse expertise and a broader perspective on your financial journey.

A Customized Approach to Financial Planning

We recognize that every client is unique and has different financial needs. That's why we tailor our services to each client's specific situation and goals. Our process includes:

• Discovery phase: We delve into your financial history, goals, and anxieties to understand your financial landscape.
• Goal setting: We work with you to establish specific and measurable financial goals.
• Plan development: We create a customized plan that outlines the steps needed to achieve your goals.
• Implementation: We guide you through the implementation process and ensure you understand every step.
• Review and adjustments: We regularly review and adjust your plan to ensure it remains relevant and effective over time.

Our Expertise

Johnson Wealth Management offers a wide range of services designed to address all aspects of your financial life. These include:

• Comprehensive Financial Planning
• Business Planning
• Retirement Planning
• LPL Weekly Market Commentary
• Financial Calculators and Resources

We are committed to providing our clients with personalized guidance and support to achieve financial success and peace of mind. Contact us today to schedule a consultation and learn more about how we can help you achieve your financial goals.