Products and services. Aligned with your priorities.
Playing a round of golf takes skill, experience, and consistency, and Mark Johnson applies those same characteristics when working with his clients to help them achieve their financial goals. With more than 20 years in the financial services industry, Mark has a passion for helping his clients understand their financial situations and helping them in building a plan for the next steps on their journey. Mark and his wife Amy have been married for over 25 years and have raised two children who are now young adults. Mark Johnson would love the opportunity to get to know you, share golfing stories, learn about your financial goals, and see how he can bring clarity to your financial plan. Let Mark put his skill and experience to work for you and your family.
What We Offer
Retirement Savings Accounts
We can help with employer-offered plans, such as 401(k)s, and with new or existing traditional or Roth individual retirement accounts (IRAs).
We offer a variety of policy options so you can have a sense of reassurance that those you love will be taken care of.
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
These products can turn savings into income when you need it. That lessens your guesswork as you plan for retirement.
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Our options help you balance performance and purpose.
We can help you assess your options, including those available through your employer and government programs.