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.
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