Roger Johnson, Cfp®, Aif® Email & Phone Number

"To know what to do is wisdom.To know how to do it is skill.To know when to do it is judgment.To combine them all with service is our mission."Financial planning is not a product, but a process of providing advice and assistance to help clients achieve their financial goals. And because each client is unique, there can be no cookie cutter approach.Through our SEC registered investment advisory firm, Certified Advisory Corp, Mr. Johnson offers Fee-Based Planning and asset management. This allows him to prioritize and address your needs without being influenced by house products or commissions. The process works in the following phases:> A Complimentary Consultation. Because financial needs and concerns vary from one family to the next, Mr. Johnson will conduct a personal interview to determine the time required to develop a customized plan for you and your family. There is no charge for this initial meeting.> Your Assessment. At this meeting, you will be able to assess Mr. Johnson's capabilities, get questions answered and make an informed decision about beginning a long-term professional relationship.> Plan Implementation. Should you decide to proceed, your financial plan will be prepared by Mr. Johnson. It's a hands-on approach from start to finish and will help ensure that your plan is relevant to your unique needs, concerns and aspirations.Whether your aim is to create a college fund for your children or grandchildren, reduce your taxes, plan for or maintain your retirement lifestyle, Mr. Johnson, as a CERTIFIED FINANCIAL PLANNER™ professional, is prepared to help you.

Listed skills include Retirement Planning, Financial Planning, Investment Advisory, Series 7, and 1 others.