Let's Make Sure You Get it Right
Who We Serve
At Willis Johnson & Associates, we specialize in providing expert, unbiased financial guidance to corporate professionals and executives from leading companies such as Chevron, Shell, and BP. Our team of experts has a deep understanding of the unique financial needs of corporate executives and is dedicated to helping them optimize their finances and achieve their long-term financial goals.
How We Serve You
We take a holistic approach to financial planning and asset management, focusing on creating a comprehensive plan that aligns with our clients' priorities and goals. Our team of experts works closely with clients to develop a personalized roadmap for their financial future, taking into account their current financial situation, retirement goals, and long-term aspirations.
Our Investment Philosophy
At Willis Johnson & Associates, we believe that investing should be a long-term strategy that aligns with our clients' goals and risk tolerance. We take a disciplined approach to investing, focusing on tax-efficient strategies and risk management to ensure that our clients' financial future is protected and growing.
Our Process
Our comprehensive financial planning and asset management services are designed to help our clients achieve their long-term financial goals. Our process begins with a thorough review of our clients' financial situation, including their income, expenses, assets, and liabilities. We then work closely with our clients to develop a personalized financial plan that aligns with their goals and priorities. Our team of experts will then implement the plan by investing in a diversified portfolio of assets, providing ongoing monitoring and adjustments as needed.
Tax Services
We understand the importance of tax efficiency in our clients' financial plans. Our in-house CPA and tax team work closely with our wealth managers to ensure seamless communication and implementation of tax-efficient financial strategies. Our tax planning services include:
- Holistic review of our clients' income and tax situation to ensure it's efficient and retain as much of their income as possible
- Identification of tax-saving opportunities and implementation of tax-efficient financial strategies
Our Fees
At Willis Johnson & Associates, we believe in a fee-only approach to financial planning and asset management. Our fees are transparent and based on the value we provide to our clients. We do not receive any commissions or fees from the sale of products or services, which ensures that our recommendations are always in our clients' best interest.
Why Us?
At Willis Johnson & Associates, we pride ourselves on our commitment to providing expert, unbiased financial guidance to our clients. As a fiduciary, we put our clients' interests first and foremost, always prioritizing their goals and needs. We believe that our unique combination of expertise, transparency, and focus on our clients' best interests sets us apart from other financial advisors.
About Us
At Willis Johnson & Associates, we are passionate about helping our clients achieve their financial goals and live the life they deserve. With a deep understanding of the unique financial needs of corporate professionals and executives, we provide expert, unbiased financial guidance that is tailored to their needs.
Expert Advice and Exceptional Customer Service
Willis Johnson & Associates stands out for its expert advice, exceptional customer service, and genuine commitment to its clients' financial success. With a focus on financial advisory services, the company's team of experts provides reliable and insightful guidance to individuals and businesses.
Positive Client Experiences
Clients praise the company's ability to create personalized financial plans, navigate market volatility, and provide transparent relationships. Many reviewers have been impressed with the team's expertise in the oil and gas industry, particularly for those nearing retirement. The company's culture of prioritizing clients' needs is also highlighted, with some reviewers appreciating the focus on building long-term relationships.
Exceptional Performance
Throughout the COVID-19 pandemic, the company's team responded seamlessly to market fluctuations, providing calm and transparency to clients. Many reviewers have praised the company's ability to simplify complexities, giving its clients peace of mind and financial control.
Expertise and Reliability
Recurring themes in the reviews include the company's expertise in the oil and gas industry, its personalized approach to financial planning, and the high level of trust clients have developed with the team. Reviewers also appreciate the company's transparency, honesty, and willingness to listen to clients' needs.
