You’ve managed your own investments pretty well in recent years. Your research and attention have paid off and you feel confident in the investment portfolio you’ve built. But as you start thinking about what comes next for you, your family, and your next generation, things are looking a lot more complicated. Don’t go it alone.
At Johnson Investment Counsel, our firm is built to help you navigate the complexities and implications of wealth. From risk assessment and tax planning to estate planning and charitable giving, our team has the market knowledge, analyst expertise, and access to sophisticated resources that enable us to build plans that protect your wealth and create a reliable financial future for you and those you love.
Every significant moment or change you experience in your life, whether personal, economic, or investment-related, impacts your long-term financial future. We understand how important it is to find a wealth management partner who takes the time to listen and understand what you hope to achieve throughout your journey.
For many, flipping the calendar to 2021 will be the most cathartic turn of a page in decades. 2020 was unforgettable for many reasons, but like every other December, it’s a good time to reflect on the past year and plan for the future. This is definitely true regarding our financial lives. Here are a few suggestions for what to review as we look ahead to 2021 and beyond.
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The journey of life is full of challenges, blessings, and opportunities. Each of us walks a unique path, and we only get one chance to live an impactful life. For over five decades, clients have entrusted Johnson Investment Counsel to guide them on the journey. Read more about the distinct phases in life's journey and the planning opportunities they provide.
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Concerned about your investments? We've helped clients successfully navigate the markets for over 55 years. With so many unknowns in the world, it’s important to take a step back, get a little perspective, and learn to see beyond the volatility.
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A successful retirement strategy isn’t just driven by numbers - we must also consider elements of our past such as money mindset, relationships, health and goals. Even with these differences, it’s valuable to follow a step-by-step framework when considering retirement. Learn the steps to plan for retirement and how you might work with a wealth advisor.
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