PWJohnson Wealth and Legacy, LLC provides comprehensive financial planning and management services including the following:
- Investment Management
- Retirement Planning
- College Funding Advice
- Stock Option Strategies
- Insurance Analysis
- Estate Planning Assistance
- Evaluating Tax Strategies
- Independent and Objective Advice
We make recommendations exclusively for the benefit of our clients. We are a fee-only service–there is no sales pressure or bias towards proprietary investment products. Our advisors personalize our activities to our clients’ specific financial goals and risk tolerance. We help our clients avoid common investor pitfalls such as timing the market, allowing emotions to govern investment decisions, thinking short-term, and disregarding the need for diversification within holdings.
Independent and Objective Advice
- We make recommendations exclusively for the benefit of our clients. We are a fee-only service–there is no sales pressure or bias towards proprietary investment products.
- Our advisors personalize our activities to our clients’ specific financial goals and risk tolerance.
- We help our clients avoid common investor pitfalls such as timing the market, allowing emotions to govern investment decisions, thinking short-term, and disregarding the need for diversification within holdings.
Comprehensive Ongoing Service
- We have expertise in and offer advice on all aspects of financial planning, not just one or two areas such as retirement.
- We actively and regularly monitor our clients’ financial plans and portfolios.
- We keep our clients informed of the latest changes in tax law and assess the impact on their financial plans.
Access to Premium Financial Products
- We provide our clients access to institutional mutual funds not available to retail investors.
- We utilize institutional market research and investment tools from top investment information services, enabling us to better educate clients on market conditions and to respond appropriately to market changes.