Daniel Johnson
CFP®, ChFC®, FIC
State(s) Licensed: CA Insurance Lic. #0F36849, CO, DE, FL, GA, IL, MD, MI, MN, NC
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.
Vison and Mission Statements
Vision:
To guide individuals and families through a five-step financial planning process that helps to empower them to minimize taxes, achieve their retirement goals, and live generously today while building a secure tomorrow.
Mission:
My mission is to provide pre-retirees and retirees with clear, confident financial choices that help them care for their families while preparing for the future. I work closely with my clients to develop personalized retirement strategies, minimize taxes, and build plans for wealth transfer to the next generation, helping them live generously while protecting what matters most.
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