Questions about investing?
I have answers. Whether you're looking to invest your money, build a financial plan or prepare for retirement, I can help you create a story that grows, manages and protects your wealth for future generations.
What you need to know about investing
It’s never too early to take the first step in saving for your long-term goals. Prioritize savings into your monthly budget and make it easy on yourself with automated savings.
Save a portion of your income for retirement and adjust your savings periodically to account for pay raises, tax refunds, or monetary gifts. Even small contributions toward your goal can make a great impact over time.
Long-term goals may include saving for your child’s future education or planning for retirement. Speak with a financial advisor to determine appropriate savings and investment vehicles that align with your financial goals.
Diversifying your portfolio can be one of the most effective ways to manage your risk exposure. Our team can help you understand the benefits of various investment options, including stocks, bonds, mutual funds, and exchange-traded-funds (ETFs).
There are unique tax advantages for certain accounts like Traditional and Roth IRAs, employer-sponsored 401(k) plans, and 529 Savings Plans.In partnership with your tax advisor, we can discuss the potential tax advantages that may align with your timeline and financial goals.*
*Johnson Financial Group and its subsidiaries do not provide legal or tax advice. Please consult your attorney or tax advisor with respect to your personal situation.
Market volatility is normal. Talking with a financial advisor can help you affirm your risk tolerance and ease your concerns by understanding the history of previous economic downturns and opportunities for growth amidst the disruption.