In order to succeed in life financially, you must plan. It is important to know where you are financially and what must be done now in order to determine where you want to be in the future. PK Johnson Financial Services/Inclusive Financial Services are Financial Consultants who assist and guide individuals through planning for a strong financial future.
Whether it is saving for financial emergencies, planning and investing for college and/or retirement, protecting your family against loss of life, or independence we can help. Our priority is YOU, our client. We listen and prepare customized plans for our clients to provide a strategic guide. We review risk tolerance, purpose, and where clients are in life financially in order to create a plan based on their circumstance.
Whether it is saving for financial emergencies, planning and investing for college and/or retirement, protecting your family against loss of life, or independence we can help. Our priority is YOU, our client. We listen and prepare customized plans for our clients to provide a strategic guide. We review risk tolerance, purpose, and where clients are in life financially in order to create a plan based on their circumstance.
Services
PK Johnson Financial Services, LLC provides Financial Planning and Investment Advisory Services on matters involving securities and other financial services. Information and financial data are collected from the client to develop an action plan. Plans presented to our clients are based on their level of risk tolerance, goals, time horizon and the current economy.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
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