Daniel Johnson

CFP®, ChFC®, FIC

Financial Advisor

State(s) Licensed:   CA Insurance Lic. #0F36849, CO, DE, FL, GA, IL, MD, MI, MN, NC

Phone 904-559-8174
Address

4887 Belfort Road Suite 109
Jacksonville, FL 32256

Daniel Johnson

State(s) Licensed:   CA Insurance Lic. #0F36849, CO, DE, FL, GA, IL, MD, MI, MN, NC

Financial Planning Your Way

With my expertise and the CERTIFIED FINANCIAL PLANNER® Professional designation, I will help you build a tailored financial plan with your goals in mind. Together we can explore how you can:

  • Help strengthen your financial position.
  • Protect your financial future.
  • Prepare for an unexpected illness, loss, or injury.
  • Care for your after you're gone.
  • Plan for extended care expenses.
  • Explore more tax-efficient ways to manage your money.
  • Save and prepare for income in retirement.
  • Pay for college or education expenses.
  • Build lifelong income.
  • Address your advanced estate planning needs.
  • Ensure a smooth and fair transition of your business with business continuation planning.
  • Help build greater financial security for those you love through special needs planning.

To learn more about the privacy of your information, visit our privacy policy.

A photo of our office

Jacksonville Office

Phone:
904-559-8174
Fax:
866-350-6074

Hours

M – F: 9 a.m. – 5 p.m.