ABOUT US

Consulting with Purpose

Ms. Johnson has over twenty years of experience as a professional in the field of financial management, having worked with Fortune 500 companies American Express and Chase Bank over the years. She has also spent a great deal of her professional time managing family businesses, in which she oversees daily operations of the business and its investments. Johnson held a Series 7 and Series 63 Securities licenses, as well as, insurance licenses allowing her to offer annuities, life/ health and disability insurance to her clients throughout the years. Through the years, Ms Johnson has established her financial practice on the principal that people don’t need another financial product; they need to be educated and have a plan specifically designed for them. Through educating families on “safer money solutions,” she has found that people stay connected and committed to their goals and maintain the discipline it takes to make better financial choices over the years. A sound financial plan has helped many of Ms. Johnson’s clients’ portfolios outpace inflation with minimum risk while meeting many of their financial goals such as college planning, buying a new home, caring for an aging parent, and retirement.