PWJohnson Wealth and Legacy, LLC provides comprehensive financial planning and management services including:
We offer independent and objective advice
- Investment Management
- Retirement Planning
- College Funding Advice
- Stock Option Strategies
- Insurance Analysis
- Estate Planning Assistance
- Evaluating Tax Strategies
We are a fee only firm – we do not receive commissions and are not limited in the investments that we can offer.
Our 6 Step Approach
- Identify your goals.
- Develop a plan.
- Review plan with you.
- Implement your plan.
- Reassess goals regularly.
- Rebalance to reflect goals.