WealthPlan Strategies, LLC - James R. Johnson, CFP®, CFDP

Mission Statement:

To assist you in clarifying your goals and dreams, protect what is important, and make your life more interesting, exciting and meaningful!

The mission is accomplished through a disciplined process focused on helping you and your family to achieve long-term financial success, freedom, and security.

The process is valuable in traditional family situations but particularly to persons working through the critical task of evaluating the fairness of property settlements in divorce.

Thirty years of professional experience supports this process that includes proven strategies, quality investment products, sound advice, and professional service.

The WealthPlan Strategies method focuses on your goals first and then the means of achieving them. This method brings clarity to the process and establishes momentum for following through with critical decisions.

I invite you to consider WealthPlan Strategies, LLC as your source of help for defining and achieving your financial planning goals. I welcome the opportunity to meet with you to describe my services and to demonstrate the peace of mind a comprehensive and personally tailored financial plan can bring!

Lawyers

James Johnson

Free Case Review

Location : Carmel, IN

Practice Areas: Financial Planners