Our Services

The Vicky Johnson CFP®, AIF®, Financial Team 

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

While developing a customized financial program, I can walk you through a step-by-step process to help make you feel more confident in your decisions.

Once your goals have been established, I can customize appropriate strategies to suit your vision and objectives. I can help you execute a financial program utilizing the following products and services:

  • Tax management strategies 
  • Investments
  • Retirement strategies
  • Estate conservation
  • Life, health, and disability insurance
  • Exit planning
  • Retirement income strategies
  • Survivor income
  • Income Protection strategies
  • Business Protection
  • ESOP (Employee stock ownership plan)
  • Group 401(k)
  • Nonqualified Deferred Compensation

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our team has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.