Has Your Financial Advisor Recently Retired or Changed Firms?
If your financial advisor has recently retired, changed firms, or you’re unsure what the transition means for your investments, reviewing your financial plan with another professional can help provide clarity. I’m Joe Johnson, a Certified Financial Planner™ (CFP®) professional with over 14 years of experience in the financial services industry. I hold Bachelor’s degrees in Economics and Business Finance and am committed to providing thoughtful, personalized financial guidance while adhering to the highest standards of professionalism and ethics.
During a complimentary portfolio review, I can help you better understand your current investment strategy, review any recent changes to your accounts, and determine whether your financial plan still aligns with your long-term goals.
What We Review During Your Consultation
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Current investment allocation
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Retirement readiness
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Risk exposure
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Opportunities to improve tax efficiency
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Alignment with your long-term goals
Who I Provide Services To
I work with individuals and families across a variety of financial situations, including:
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Business owners
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Retirees
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Pre-retirees preparing for retirement
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Public utility employees
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Teachers and other state employees