J. A. Johnson Group, LLC
Categories
FINANCIAL SERVICES
About Us
We work with a select group of families to coordinate all of their financial affairs.
We take a holistic approach to financial planning, offering services that include investment management, strategic tax planning, retirement planning, estate planning, insurance strategies, real estate considerations, health planning, and more. You can rely on our team of subject matter experts to complete this work, or we can coordinate with your current team. Our aim is to offer all the financial support a family might need in one place, so they can focus on what truly matters in life.
We also limit the number of families we work with at each office. This intentional approach allows us to build close, personal relationships and customize each family’s financial plan according to their unique needs and goals.
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