Helping Clients Make Smart Financial Decisions During Life's Transitions

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.

RICP® stands for Retirement Income Certified Professional®.

This designation is offered by The American College of Financial Services and focuses on helping financial advisors develop expertise in retirement income planning. It equips professionals with the skills to create sustainable income strategies for retirees.

CFP® stands for Certified Financial Planner™.

This designation is awarded by the Certified Financial Planner Board of Standards and signifies expertise in financial planning, including investment, estate, tax, retirement, and insurance planning.

Jan is a proud member of Ed Slott's Elite IRA Advisor Group℠, an exclusive network of financial professionals dedicated to advanced retirement and tax planning. Membership signifies ongoing specialized training, ensuring clients benefit from cutting-edge strategies and proactive guidance on IRA and retirement account management.

Helping Clients Make Smart Financial Decisions During Life's Transitions

At Jan Johnson Financial Planning, we guide you through life's financial currents.


Whether you're approaching the horizon of retirement, navigating turbulent life changes, or looking to optimize your wealth, we're here to guide you towards a secure financial shore.



Check the background of your financial professional on FINRA's BrokerCheck.

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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?

Reach out today

Our Services

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Financial Planning

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Financial Transitions Planning

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Retirement Planning

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Helping Clients Make Smart Financial Decisions During Life's Transitions.