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Peter Johnson Financial Services (PJFS)

Peter Johnson Financial Services (PJFS)

(716) 712-0793

We at PJFS are grateful for the opportunity to work with you as clients. As a service to you, we want you to think of us as a resource to yourself, your clients, your friends and your family to assist with building and protecting your financial certainty and wellbeing.

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