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
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 Notice at Collection for California Consumers or our privacy policy.
