Welcome!
I'm Jan Johnson, RICP®, CeFT®, CFP®
As a dedicated Certified Financial Planner™, I specialize in guiding you toward a fulfilling retirement. I work with a diverse range of clients, including Boomers, business owners, and women, who are often navigating the crucial 5-10 years leading up to retirement. Despite their varied backgrounds, they share the common goal of securing a prosperous and enjoyable retirement.
My mission is to empower you to seize this golden opportunity by enhancing your income, reducing taxes, and growing your wealth.
The Voyage To Retirement
Imagine a retirement filled with joy and peace of mind, living life to its fullest.
As you pursue your dreams, it's natural to wonder if your finances can support your vision. Major life events—such as receiving an inheritance, navigating a divorce, or experiencing the loss of a loved one—often come with both financial and emotional complexities. How can you harness this wealth to make a meaningful impact, whether by supporting your family, contributing to causes that matter to you, or investing in your personal growth?
