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What We Do.

Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Next Phase - Retirement Made Clear
Connecting

Connecting

One of our primary goals is to develop a long-term, trusting relationship with you.

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Moving Forward

Moving Forward

Our insight and understanding can help you better define your financial objectives.

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The Next Step

The Next Step

To develop a comprehensive financial plan to help you meet your overall financial goals.

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Creating Memories...

Our mission is to get to know and understand your needs, wants, and long-term goals.  We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

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Meet Our Team

Peter Johnson

Peter Johnson

Managing Partner

Cynthia Johnson

Cynthia Johnson

Executive Assistant/Office Manager

Andrew Graziano

Andrew Graziano

Planning Assistant

Anastasia Johnson

Anastasia Johnson

Insurance specialist

Mike Schneider

Mike Schneider

Representative

Peter Johnson

Pete

Planning Assistant

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.