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.
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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?
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.
Check the background of your financial professional on FINRA's BrokerCheck.
Licensed To Conduct Business In The Following States: Arizona, California, Connecticut, Florida, Iowa, Massachusetts, Nebraska, New Jersey, New York, North Dakota, Pennsylvania, Rhode Island, South Dakota, Virginia
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Jan Johnson Financial Planning are not affiliated.