Our Specialties

 

Physician Solutions

Creating Financial Wellness

Here at Johnson Financial Strategies, we understand the financial challenges of being in the health care industry. Our professionals are prepared to work with you every step of the way, from residency until retirement. Our team focuses on the financial concerns of medical providers of all specialties. No matter your specialty and no matter what challenges you face, we are here to assist you.

Many years of education and residency, long hours, and stressful days can all take a toll on your financial situation. It is our goal to help you develop a financial strategy so that you can devote your time and energy to what matters: your patients. Gaining an understanding of your goals, values, and circumstances is only the beginning. Once we develop an understanding of who you are, and your objectives, we will customize a strategy that meets your needs.

Collaborating with us helps to provide assurance that your financial goals are on track in your sometimes hectic career. From student loans to asset protection, taxes to retirement, and debt to insurance, we have the knowledge and resources to provide the assistance you need. Our team knows how the finances of health care providers can differ from those of other professionals, and we’re committed to tailoring your financial strategy specifically to you and your career.

We do not provide tax advice. Please consult your own advisors for tax advice.

  • Charitable Planning
  • Tax Strategies
  • Retirement Planning
  • Education Planning
  • Debt Management
  • Asset Protection
  • Employee Benefits
  • Insurance
  • Disability Insurance*

*Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality.

Business Solutions

Financial Strength and Stability

Here at Johnson Financial Strategies, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives. Some of our key services are detailed below.

  • Executive Benefits
  • Succession Planning
  • Key Person Insurance
  • Funding Buy-Sell Agreements
  • Funding Deferred Compensation
 

Investment Solutions

Comprehensive Wealth Management

Eagle Strategies LLC, is a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life, and is a provider of holistic investment advisory and financial planning services. Our financial advisors leverage Eagle’s sophisticated wealth management platform, comprised of many of today’s leading investment managers, to design customized investment solutions to help address our clients’ unique investment objectives and risk tolerance levels. The breadth and investment knowledge of our Financial Advisors, coupled with Eagle’s diverse team of investment experts, allows them to provide the continuous financial guidance needed to help clients achieve long-term financial success.

Investment Advisory

Managing your wealth requires a clear understanding of your overall investment objectives. Eagle's comprehensive... [Read More] investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons, to provide a clearer picture of our clients’ overall wealth.

Financial Planning

A comprehensive financial analysis of assets, liabilities, cash flow, and investments helps us identify a clear path... [Read More] to our clients’ prosperous futures. We’ll craft a detailed financial plan that helps you have the right wealth accumulation and preservation strategy in place to achieve your long-term investment objectives. More importantly, we continuously monitor and adjust our clients’ financial plans to ensure that they remain aligned with their stated objectives.

Fund Advisory Program

This program combines the expertise of professional third party investment managers with the personalized... [Read More] service and guidance of the Financial Advisor. By analyzing your overall investment goals, risk tolerance levels, and liquidity needs, we’ll help you determine which investment portfolio allocation, consisting of an optimal blend of nonproprietary mutual funds and/or exchange-traded funds (ETFs) is most appropriate for your investment goals and specific situation.

Separately Managed Accounts

Separately Managed Accounts (“SMAs”) are a type of professionally managed investment account that invest in... [Read More] individual securities on a discretionary basis and provide clients with the flexibility of restricting the holding of certain securities and tactically utilizing gains and losses for tax planning purposes. We will leverage Eagle’s robust offering of nonproprietary SMA strategies available through third-party money managers to either custom design a holistic investment portfolio or utilize individual strategies to address your specific allocation needs.

Rep Directed Program

This is an investment advisory program through which we will construct a customized portfolio of individual... [Read More] mutual funds, exchange traded funds (ETFs), and in some cases, individual securities, using the strategic asset allocation framework developed by Eagle Strategies and a leading institutional asset manager, or simply by us for you to review and approve. We’ll seek to utilize an optimal blend of asset classes that helps maximize long-term returns, manage overall portfolio volatility and achieve investment objectives while remaining aligned with your risk profile.

 

All investment advisory services are offered through Eagle Strategies LLC, a registered investment adviser. All investments involve risk, including the potential loss of principal.

Personal Solutions

Financial Peace and Clarity

Johnson Financial Strategies provides individuals and families with innovative, cutting-edge products and services to help them grow, protect, and conserve their wealth through all stages in life. Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there. Some of our key services are detailed below.

  • Estate Planning
  • Asset Protection
  • Charitable Planning
  • Disability and Extended Care Needs
  • 401(k) and IRA Rollovers
  • Wealth Management
  • Financial Planning
 

Financial Seminars

Educational Opportunities

Jonathan speaks to businesses, hospitals, and organizations on a variety of financial topics. If you're interested in him speaking at an upcoming event, please fill out the form below and we'll be in touch.

Saving and Investing 20/20

May 5, 2020 at 1:00pm

Click here to register for the free webinar.

Saving and Investing 20/20

May 21, 2020 at 5:30pm

Click here to register for the free webinar.

Request a Seminar

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