01. About Us

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02. Our Core Values

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03. Why Choose Us?

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Our Services

 

Financial Planning

Financial Planning is the long-term process of efficiently managing your finances so you can achieve your life’s goals and dreams. This process also includes negotiating financial hurdles that arise in the various stages of life. Financial Planning is a process, not a product. Your current financial...
 

Protection Planning

Facing our mortality is difficult. Facing the reality and possibility that bad things can happen to good people is also hard. Nevertheless, facing these difficult truths is essential in building a secure financial future for you and your loved ones. The first step is to recognize what financial...
 

Tax Planning

An integral part of formulating a sound Financial Plan for you includes capturing an accurate look at your tax situation. We believe in tax reduction planning, not only tax preparation. April 15th is the tax-filing deadline, but tax planning begins January 1st of the previous year. We meet with you...
 

Investment Asset Management

Objective investment planning integrated with your personal, financial goals that we determined through your Financial Plan, enables us to help you make better investment decisions. To help you preserve and grow the assets you have accumulated, we have adopted several investment principles that we...
 

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 managing their assets to optimize their cash flow needs in retirement. The worst...
 

Estate Planning

People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries. Without proper planning, a person’s death can create significant hardships on the people for which the estate was created. For an estate to be passed on...
 

Education Planning

Next to saving for retirement, the biggest financial challenge is probably saving for your childs’ college education. We are aware of our clients’ concerns: How much should I save? How much should I contribute each year? How much will a college education cost when my child turns 18? What if my child...

Our Team

Chief Operating Officer

Job Description

Lynda is JFA’s client relationship Czar.  Her primary goal is ensuring all client goals and needs...

Secretary/Treasurer

Job Description – Jennifer serves as our Secretary/Treasurer and keeps track of corporate records, history, and...

Financial Planning Associate

Job Description – Preet is a valued Advisory team member assisting clients with financial planning, tax, retirement and...

Client Service Team

Job Description

Denise provides support in research, reporting, and other client service tasks. She is the tax...

Client Service Associate

Job Description – From answering and forwarding calls, to warmly greeting and serving clients upon arrival, Stacy is the...

All Services at Johanson Financial Advisors, Inc. are
centered around YOU and the life YOU want.

Blog Posts

Preet Shah |
At Johanson Financial Advisors, our motto is – Your Life, Our Goal: Financial Freedom. Some clients ask whether they are too young to start preparing for retirement and some wonder if they are too late. We believe that the success of our clients is also our success, so to get you started, here’s a guide, broken down by each decade...
Have you ever dreamed of winning the lottery or inheriting a large sum of money? Most people have. Yet, riches that fall into our hands can sometimes quickly slip through our fingers. Statistics show that one third of the people who received an inheritance had negative savings within two years of the event. Alex Lasarev grew up in a modest...
David L. Johanson |
Did you buy your home many years ago? Or have you been in your current place for just a few years? There are plenty of reasons to sell and seek out a house that is smaller and one that fits your lifestyle. On the flip side, there are reasons you may want to stay in your home. Now that you...