Willis Johnson & Associates

Willis Johnson & Associates is a wealth management firm that specializes in helping corporate professionals with their financial planning needs. Our thorough understanding of the transitions in their corporate lives allows us to appreciate where they have been and assist with where they are headed. Why do I need an independent financial advisor? The advice we provide our clients is based on what is right for the individual client. We are not required to meet sales metrics or to sell products dictated by a large corporation. Who are your clients? Our clients are current and former corporate professionals, ranging in age from 40 to 90, who allow us to craft a financial plan and investment approach to help shape a better future for them and their families. Who is your staff? Our diverse backgrounds, talents and keen understanding of the ever-changing financial landscape helps us to shape a better future for you and your family. We have a highly-experienced team with advanced credentials including Chartered Financial Analysts (CFA), the highest designation in the investment area, and Certified Financial Planners (CFP), the highest designation in financial planning area. Please explain Employee Benefits Expertise. We are experts in assisting corporate professionals through the transitions in their corporate lives and beyond. We guide our clients through the process of transitioning from financial production to financial protection. Combining our technical expertise with our desire to intimately know our clients' goals and motivations, we are continuously striving to ensure that our clients' goals remain within reach. What do you mean by Financial Planning Wisdom? Though most of our clients retire once and some clients retire again after consulting, we have guided hundreds of clients through the process. Combining our technical expertise with our desire to intimately know our clients' goals and motivations, we are continuously striving to ensure that our clients' goals remain within reach. How important are the Emotional Elements of Life in this process? We believe that the emotional elements of life play a vital role in designing and implementing a thorough financial plan. We pride ourselves on our ability to listen and identify the motivating factors behind each of our clients' goals. WJA's mission is to counsel our clients and provide realistic solutions. Whether it's caring for elderly parents, paying for college or a wedding, we are here to continuously plan and help make those dreams and needs a reality. We help our clients work through difficult buy/sell decisions and help our clients mitigate the emotional investing. What is your financial planning philosophy? At Willis Johnson & Associates, we use a customized planning methodology, based on the various stages in the arc of life, which enables us to carefully identify your passion and create a personalized roadmap that allows us to accompany you on your journey.