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Office: (408) 404-0009
Fax: (408) 626-0009
Email: info@johansonfinancial.com

Retirement Planning

Retirement Planning should begin in your 20’s.  As many academic studies have shown, the earlier you start the more likely you are to achieve your goals.

Once a person reaches their 50’s and 60’s, they need to start planning on managing their assets to optimize their cash flow needs in retirement. The worst place in the world to retire is just beyond your means.

Our clients approach us with the following questions on a regular basis:

  • At what age can I comfortably retire with the lifestyle I want to enjoy?
  • Will I outlive my resources?
  • How should my portfolio’s assets be allocated?

Retirement planning strategies should be designed to suit your goals and comfort level as well as to take advantage of tax saving opportunities.  For any plan to be effective, it is necessary to implement these strategies and to periodically review your goals and progress.

In order to assess your ability to comfortably retire, we review your current retirement assets, including IRA’s, 401(k)’s, deferred compensation plans, pensions, and non-qualified accounts.  By analyzing your cash flow and spending habits and by considering tax implications and inflation, we can help you develop a comprehensive retirement plan to reach your goals.

Johanson Financial Advisors, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Johanson Financial Advisors, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Johanson Financial Advisors, Inc. unless a client service agreement is in place.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and Johanson Financial Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Charles Schwab & Co., Inc. (Schwab) is one of the firms that we use to custody our client assets. Schwab and Johanson Financial Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other's services or policies. Schwab does not endorse or recommend any advisor and the use of the Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab & Co., Inc. (Schwab), a subsidiary of The Charles Schwab Corporation, member SIPC. Used with permission.

Certain representatives of Johanson Financial Advisors, Inc are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc., Member FINRA/SIPC 2001 Route 46, Suite 506, Parsippany, NJ 07054 (800) 637-3211

Check the background of this firm on FINRA’s BrokerCheck. 

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