Tax Planning

When life throws you curve balls, we’ll be there

At C.G. Johnson & Company, we have the tools and the expert resources to handle a wide range of financial needs, including:

  • Retirement
  • Investments
  • Life events
  • Tax Planning
  • Insurance and annuities
  • Lending
  • Estate Planning

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Your financial life is a constant evolution. From paying back your student loans to getting married and buying a home; from raising children and providing their education to insuring a successful retirement plan. Not only does your personal situation affect your financial situation, economic conditions can affect your financial state as well. This can make financial planning even more complex. When you choose us for your financial planning, you will benefit from a team of advisors who will be with you every step of the way to develop a financial strategy.

It is never too early to start preparing for significant life events, both the predictable and the unpredictable. The decisions you make today, will affect your life tomorrow. With a thorough understanding of your financial situation and by working together, we can customize a plan that addresses your immediate needs as well as your financial goals for the future. If you are in need of sound financial advice or have questions about financial planning fees, give C.G. Johnson & Company a call today. We have helped many people turn their financial dreams into a reality and we are looking forward to the opportunity to serve you as well.

You may have several financial goals in mind, such as retirement, education, and vacation, but the trail to reach your goals may not be clearly marked. Allow C.G. Johnson & Company to be the roadmap. Our mission is to provide you with the information you need to help you make informed decisions about your finances. Combining our many years of experience in the financial services industry with our expansive knowledge of today’s ever shifting marketplace, we can help you navigate the road to financial security.

Call today for your personal assessment!

Wealth Management

Specify your wishes with C.G. Johnson & Company

Estate planning on your own can be a daunting and confusing task. Allow C.G. Johnson & Company to be of some assistance. We understand that estate planning varies from client to client, which is why we address each situation with individual care. When you work with C.G. Johnson & Company, you will benefit from a team of professional estate advisors who will be with you every step of the way to organize and review your estate planning documents with your unique situation in mind. If you are in need of our estate planning services, please do not hesitate to contact us. 

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You’ve been successful in managing your money throughout your life, but now you must think beyond that to the financial security of your survivors. Sound advice from a professional estate advisor will give you peace of mind that your money, property, and assets are properly distributed after you are gone. C.G. Johnson & Company has successfully helped many individuals plan for the future financial security of their loved ones. Whatever your economic situation may be, it is never too early to start planning for your financial future. Why not start planning today? We can help you define your estate planning goals and provide you with the best options for your specific situation.

Will and Trust Preparation

Your will outlines how your assets will be distributed, as well as who will administer your assets, in the event of illness, incapacity, or death. Failure to obtain a will can result in complex legal entanglements, which could prevent your assets from being distributed properly.

Life Insurance

If you have a life insurance plan or retirement savings plan, it is important that the individual you want to receive the money is clearly stated. Naming a beneficiary will ensure that the insurance money will be passed to them without taxes or probate fees.

Charities

Charitable giving is a wise decision for those who wish to give back. In addition, it can also help reduce taxes at the time of death.