If you're nearing retirement, or already done with your working years, you need a trusted partner to walk you through the big decisions. We're here to help. We've been helping clients plan for and enjoy retirement for more than 40 years. As a fee-only fiduciary, we make decisions that are in your best interest.
We operate independently from the big financial firms and insurance companies, freeing us to provide you with unbiased, client-driven advice. Our goal is to help our clients plan wisely, so they can live fully. We provide holistic financial planning because our clients are more than just a number on their balance sheet.
We operate independently from the big financial firms and insurance companies, freeing us to provide you with unbiased, client-driven advice. Our goal is to help our clients plan wisely, so they can live fully. We provide holistic financial planning because our clients are more than just a number on their balance sheet.
Services
Derek Johnson, CRPC, serves as the Principal and Director of Ferguson-Johnson Wealth Management. As a Chartered Retirement Planning Counselor and the Head of our Investment Committee, Derek is in regular contact with leading academics in the areas of portfolio and. Jon Powell, CFP serves as a financial planner and portfolio manager for Ferguson-Johnson Wealth Management.
Retirement is a time of big decisions. When can I stop working? Will I have enough to live on? A trusted partner who's been there before can walk you through your options and help you take action. Ferguson-Johnson is a fee-only fiduciary, which means we only make decisions that are in your best interest.
PRE-RETIREES -You've worked hard for 30 or 40 years, and now with retirement on the horizon, you're wondering if you have enough money saved and what moves you should be making now. We can help you build an income plan that takes into account your retirement accounts, other savings, and any other income sources your might have such as a pension or rental property.
Your federal benefits provide you with opportunities to build a fulfilling retirement, but you may not know about the decisions you need to make that will result in the retirement you envision. To increase your chances of achieving the retirement you want, we're here to help tie all the components of your financial picture together.
If you have ventured outside of this blog to other areas of our website, you may have noticed constant references to the fact that we are fiduciary advisors. The reason we highlight this point is because advisors that truly act in a fiduciary capacity to their clients are far less common than they should be.
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