Peter Johnson Financial Services (PJFS)
How sure are you that you will be able to meet your goals? Do you ever wonder...
- 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?
If you have any questions about your financial certainty, click here to schedule a 10 minute call with us to find out how we can help you make a plan.
To address your uncertainty in any of these areas we provide the following analyses and services:
- Income analysis
- Savings analysis
- Social security analysis
- Risk tolerance analysis
- Current Financial Plan analysis/second opinion
- New Financial Plan
- Estate Planning
- Legacy planning