Our Services

In this time of economic uncertainty, it is just as important as ever before to plan your financial future. Our business is focused on building trust and establishing long term relationships with our clients. The financial planning process at Johnston Financial Services starts with a detailed interview to determine your current financial condition and establish both short and long term goals and objectives. Next, your financial condition is analyzed to identify any gaps and/or overlap in your current plan. Recommendations to adjust your plan to meet your objectives are made and finally your financial plan is monitored on a regular basis. We sit on the same side of the table with you to make sure you are comfortable with your plan. Some of our services include the following for:

INDIVIDUALS 1) Asset Allocation Programs 2) College Planning 3) Investment Strategies 4) Retirement Planning 5) Tax Saving Strategies 6) Debt Consolidation and Elimination 7) Estate Planning

 

BUSINESSES 1) Group Employee Benefits 2) Select Benefits for Key Employees and Owners 3) 401(k) Plans 4) SIMPLE IRA 5) Succession and Estate Planning