Night highway, red and white light trails

Six joyful older adults dancing on a beach

Bridge over calm water with vibrant sunset sky reflecting on surface

RV parked on sandy beach, two people in chairs face ocean

Ken Johnson, Chartered Retirement Planning Counselor

I Help Clients Create and Enjoy Financial Independence

As an Advisor with the Certified Retirement Planning Counselor designation or CRPC® I help clients develop and implement personalized retirement plans before and during retirement.

I Work With Retirees As Well As Those Preparing For Retirement

While my clients come from all walks of life, the one thing they all have in common Is that they feel it is time to get serious about their wealth

I Strive To Help My Clients Create A Stream Of Steady Secure Income.

I help them develop a portfolio they will hopefully never outlive; Help them To grow their principal; And protect their nest egg against taxes and inflation as well as a market decline. In many cases, It may be possible to increase safety through diversification and by consolidation lower fees

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Calculators

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Contact Us

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Newsletters

HOT TOPIC: Data for Sale - Tips to Help Protect Your Private Information

Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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