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716-712-0793
pjplanner@petejohnson.net
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West Seneca Office

231 Orchard Park Road

West Seneca, NY 14224

We help make your retirement an adventure worth sharing.

What We Do

Our first priority is building and protecting yourself and your family's financial certainty and wellbeing. 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.

  • Do I have a plan?
  • Can I retire?
  • Am I going to run out of money?
  • Do I need to invest more or invest differently to accomplish my goals?
  • Who has my back when the market falls, when I have an unexpected life change, when...?
  • What options do I have for taking my Pension/Social Security/IRA disbursements?
  • How can I save the most on taxes when planning for retirement?
  • How can I most effectively pass on my legacy?
  • How do I save my loved ones unnecessary grief by preparing my estate before my time is up?

PJFS offers planning to address all of these concerns and more. We are a family planning office that can address your concerns and needs to prepare you and your family for everything that life throws at you.

 

Next Phase - Retirement Made Clear
<strong>Connecting</strong>

Connecting

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

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<b>Moving Forward</b>

Moving Forward

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

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<strong>The Next Step</strong>

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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<b>Who We Are</b>

Who We Are

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

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.

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