How does the advisor help clients – Key Takeaways:
Johnson Financial Services LLC is a trusted financial advisor that has been in business for five years. They provide personalized and comprehensive financial services to help clients achieve their financial goals. Their team of experienced advisors use their expertise and knowledge to provide actionable insights and create customized financial plans for each client.
Below are some key takeaways about how Johnson Financial Services LLC helps their clients:
- Offers a wide range of financial services to cater to different needs and goals
- Provides personalized and comprehensive financial planning for each client
- Utilizes expertise and knowledge to offer actionable insights and guidance
- Has a track record of success in helping clients achieve their financial goals
Facts and Insights:
Johnson Financial Services LLC has been in business for five years and has a team of experienced financial advisors who provide personalized and comprehensive services. They have helped numerous clients achieve their financial goals through their expertise and knowledge in the financial industry.
Some insights about the company include:
- The team at Johnson Financial Services LLC has over 50 years of combined experience in the financial industry
- The company has a proven track record of success in helping clients reach their financial goals
- The advisors stay updated on the latest market trends and developments to provide the best advice to clients
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 5 years |
Financial Services Offered:
Johnson Financial Services LLC offers a wide range of financial services to cater to the diverse needs and goals of their clients. Some of the services they offer include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Cash flow management
- College savings planning
- Insurance planning
Client Types:
Johnson Financial Services LLC works with individuals and families to help them achieve their financial goals. They also work with small business owners to provide them with personalized financial planning and strategies to help grow their business.
Fees & Compensation:
Johnson Financial Services LLC charges a percentage of assets under management as their fee for financial management services. The exact fee structure is discussed and agreed upon with each client during the initial consultation.
The company does not receive any compensation from third-party products or services that they may recommend to clients. They prioritize the client’s best interests and make unbiased recommendations.
Background:
Johnson Financial Services LLC was founded in 2016 by John Johnson, a seasoned financial advisor with over 20 years of experience in the industry. He wanted to create a firm that puts their clients’ needs first and provides personalized and comprehensive financial planning services.
The company has since grown to have a team of experienced advisors who continue to uphold the same values and principles as the founder.
Financial Advisor Disclosures to Know:
- Johnson Financial Services LLC is a registered investment advisor and is required to follow the regulations set by the Securities and Exchange Commission (SEC).
- The company has a fiduciary duty to act in their clients’ best interests and to disclose any potential conflicts of interest.
- Johnson Financial Services LLC abides by a strict code of ethics and has no disciplinary actions or disclosures on their record.