Johnson Capital Finanicial

Johnson Capital Financial is a dedicated financial services provider, committed to offering retirement and investment solutions tailored to meet the unique needs and objectives of each client. With a strong focus on client education, we strive to empower our clients, providing them with the necessary tools and knowledge to make informed financial decisions.

Our location at 1255 James Ave, Mt Pleasant, IA 52641, house both our brokerage services and investment advisory teams. We take pride in offering personalized support and advice to our clients, backed by a deep understanding of their financial goals and risk tolerance. Our experienced professionals deliver a wide array of financial planning solutions, ensuring each individual's requirements are catered to effectively and professionally.

Our services include Individual Solutions and Business Solutions, both designed to assist clients in planning for their financial future with confidence.

Individual Solutions

Within our Individual Solutions, we focus on Retirement Planning, Education Planning, and Investments. Our Retirement Planning service concentrates on setting realistic goals and working alongside our clients to establish a retirement income strategy. This approach aims to secure their desired lifestyle during retirement while also protecting against potential risks.

Our Education Planning strategy helps parents and students plan for and manage the costs associated with higher education. This includes a thorough exploration of funding options and the creation of a savings strategy that reflects each client's unique situation.

Our Investments services center on portfolio management, asset allocation, and security selection based on each client's specific objectives, risk tolerance, and time horizon. Our advice includes long-term care insurance, life insurance, and 401(k) information request services, allowing clients to compare their current employer-sponsored plans with alternatives that may better suit their needs.

Brokerage Services

Our Brokerage Services encompass Financial Planning, assisting clients in setting and achieving their financial goals by employing a comprehensive and systematic methodology. We offer a wide array of financial products from numerous product sponsors, guaranteeing that each client's individual requirements are addressed comprehensively.

Business Solutions

Our Business Solutions include Qualified Retirement Plans, Business Owner Planning, and Newsletters. We collaborate closely with businesses and business owners to design competitive retirement plans, ensuring that they can attract and retain talented employees.

Our Business Owner Planning service helps entrepreneurs address their unique financial challenges and goals. This may include setting up a retirement plan or succession plan, optimizing their business structure, or minimizing taxes.

We provide businesses with newsletters that offer financial education, market updates, and helpful tips. These newsletters are designed to cater to various financial topics and trends, making them an invaluable resource for our clients.

Empowering You Through Client Education

To further emphasize our dedication to client education, we produce resources that are accessible through our website. These resources include articles, flipbooks, newsletters, a glossary, and a tax library, providing our clients with a wealth of information at their fingertips. We also offer various calculators and videos that help clients understand complex financial concepts, allowing them to make informed decisions in a rapidly changing world.

At Johnson Capital Financial, we remain steadfast in our pursuit of providing the best possible financial solutions for our clients. We invite you to explore our website and learn more about our services. Should you require further assistance, please do not hesitate to contact us. Let us help you plan for tomorrow, so you can live for today.