Financial Planning That Fits
At JohnstonRogers Financial Advisors, we don’t try to fit you into a predetermined investment strategy. We develop customized financial plans and investment solutions that fit you, fulfill your needs, and just feel right.
We Put People First
In the world of financial planning, it’s easy to get caught up in the numbers and the charts. But at JohnstonRogers Financial Advisors, we believe in always putting people first by building relationships, establishing trust, and advising you with genuine interest and integrity.
You invest your money. You plan and save for retirement. You purchase insurance coverage. For many people, these efforts are separate and distinct from one another, but at JohnstonRogers Financial Advisors, we believe in taking a more coordinated approach to managing your finances. We look at the bigger picture, considering every aspect of your financial situation, and strive to bring all areas into alignment with one another.
From your income and expenses to your insurance, portfolio design, retirement plans, and more—we provide the guidance, expertise, and support you need to make important financial decisions and reach those important milestones on your financial journey.
We work hand in hand with you to develop a financial strategy that feels right and keeps you on track to your goals.
Our five core values remain at the heart of what we do on a daily basis, and help to keep us focused on doing what’s best for you.
Our services are designed to achieve harmony between all aspects of your finances so you can reach your goals faster.
Our belief in putting people first means trusting in our clients’ intuition and collaborating with them on their finances as equal partners. We work alongside you, offering options and advice that’s based on our decades of experience, and always adapting to what you feel is best for your unique circumstances.
At JohnstonRogers Financial Advisors, we excel at managing high-net worth investment portfolios. We strive to provide in-depth audits of your existing investments to remove redundancies and inefficiencies, plan for tax minimization, and simply make your portfolio more efficient for you. Our high-touch, personalized approach helps put your investments to work for you, so you can reach your goals faster.
Achieving financial peace of mind is about more than saving enough money; it’s about understanding your finances, knowing how they’ll work for you, and having a vision for the future. At JohnstonRogers Financial Advisors, we help our clients achieve this peace of mind through personalized financial planning and a big-picture approach that brings the future into focus.
Our advisors have decades of experience in the financial industry, with expertise in areas ranging from portfolio audits and asset restructuring to insurance planning and retirement cash flow. Whatever concerns you most about your financial journey, JohnstonRogers Financial Advisors has the knowledge and expertise you need to navigate important financial decisions. Contact us to start working with our financial experts today.
"What to Do with a Windfall" provides guidance for handling a financial windfall. The ebook suggests taking a deep breath before making any decisions and seeking help from a financial professional to ensure funds are allocated wisely.