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A Coordinated, Comprehensive Approach to Financial Planning

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.

Our Process

Our Process

We work hand in hand with you to develop a financial strategy that feels right and keeps you on track to your goals.

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Our Firm

Our Firm

We work hand in hand with you to develop a financial strategy that feels right and keeps you on track to your goals.

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Our Values

Our Values

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.

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Our Services

Our Services

Our services are designed to achieve harmony between all aspects of your finances so you can reach your goals faster.

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A Trusted Partner for the Road Ahead

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.

<strong>Experts in Managing Large Portfolios</strong>

Experts in Managing Large Portfolios

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.

<strong>Find Peace of Mind in Your Future</strong>

Find Peace of Mind in Your Future

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.

<strong>Financial Guidance in the Areas That Matter Most to You</strong>

Financial Guidance in the Areas That Matter Most to You

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 

"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.