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Home | Johanson Financial Advisors, Inc.

Welcome To Johanson Financial Advisors, Inc. Ldquo;We all want progress, but if you’re on the wrong road, progress means doing an about-turn and walking back to the right road.” – C.S. Lewis. Bull; Protection Planning. Bull; Tax Planning. Bull; Investment Asset Management. Bull; Retirement Planning. Bull; Estate Planning. Bull; Education Planning. Having a clear picture of who you are and where you want to go defines what we do. Form ADV Part 2A. David L. Johanson Part 2B. David Faulk - Part 2B.

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CONTACTS AT JOHANSONFINANCIAL.COM

Johanson Financial Advisors

2105 S●●●●●●om Ave

Cam●●●ell , CA, 95008

US

408-●●●●3045
ko●●●●●●@bayport.net

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Johanson Financial Advisors

Johanson Financial Advisors

2105 S●●●●●●om Ave

Cam●●●ell , CA, 95008

US

408-●●●●3045
ko●●●●●●@bayport.net

View this contact

Johanson Financial Advisors

Johanson Financial Advisors

2105 S●●●●●●om Ave

Cam●●●ell , CA, 95008

US

408-●●●●3045
ko●●●●●●@bayport.net

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Home | Johanson Financial Advisors, Inc. | johansonfinancial.com Reviews

https://johansonfinancial.com

Welcome To Johanson Financial Advisors, Inc. Ldquo;We all want progress, but if you’re on the wrong road, progress means doing an about-turn and walking back to the right road.” – C.S. Lewis. Bull; Protection Planning. Bull; Tax Planning. Bull; Investment Asset Management. Bull; Retirement Planning. Bull; Estate Planning. Bull; Education Planning. Having a clear picture of who you are and where you want to go defines what we do. Form ADV Part 2A. David L. Johanson Part 2B. David Faulk - Part 2B.

INTERNAL PAGES

johansonfinancial.com johansonfinancial.com
1

Estate Planning | Johanson Financial Advisors, Inc.

http://www.johansonfinancial.com/estate-planning

People spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries. Without proper planning, a person’s death can create significant hardships on the people for which the estate was created. A sound estate plan can eliminate many of these problems that arise during the settlement of an estate and help you accomplish the following:. Ensure that your wishes are honored when you are unable to manage your own affairs. Basic Estate...

2

Why Choose Us? | Johanson Financial Advisors, Inc.

http://www.johansonfinancial.com/why-choose-us

We have a wide breadth of experience that covers most of our clients’ financial concerns. We have knowledgeable practitioners including a Certified Financial Planner, a Certified Investment Management Analyst, an attorney, and a tax practitioner. The breadth of knowledge and experience at Johanson Financial Advisors assures our clients that we have the skills necessary to focus on their important financial matters. Our analysis covers:. Retirement and Income Planning. Tax Preparation and Planning.

3

Protection Planning | Johanson Financial Advisors, Inc.

http://www.johansonfinancial.com/protection-planning

Facing our mortality is difficult. Facing the reality and possibility that bad things can happen to good people is also hard. Nevertheless, facing these difficult truths is essential in building a secure financial future for you and your loved ones. The first step is to recognize what financial risks you face and determine whether or not you are prepared to handle those risks. A successful risk management program includes answering several questions:. What happens if you/your…. Become ill or injured?

4

Tax Planning | Johanson Financial Advisors, Inc.

http://www.johansonfinancial.com/tax-planning

An integral part of formulating a sound Financial Plan for you includes capturing an accurate look at your tax situation. We believe in tax reduction planning, not only tax preparation. If you currently utilize other tax professionals, we want to encourage any strong relationships that you have already established. Our goal, in cases such as this, is to simply work jointly with your CPA’s or EA’s in avoiding the erosion of your hard earned money by taxes. Tax Planning for you might include:.

5

Resources | Johanson Financial Advisors, Inc.

http://www.johansonfinancial.com/resources

Here are some useful resources to help you:. The Wall Street Journal. Subscribe to our newsletter! Form ADV Part 2A. David L. Johanson Part 2B. David Faulk - Part 2B. Certain representatives of Johanson Financial Advisors, Inc are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc., Member FINRA/SIPC 2001 Route 46, Suite 506, Parsippany, NJ 07054 (800) 637-3211. Check the background of this firm on FINRA’s BrokerCheck.

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Home | Johanson Financial Advisors, Inc.

Welcome To Johanson Financial Advisors, Inc. Ldquo;We all want progress, but if you’re on the wrong road, progress means doing an about-turn and walking back to the right road.” – C.S. Lewis. Bull; Protection Planning. Bull; Tax Planning. Bull; Investment Asset Management. Bull; Retirement Planning. Bull; Estate Planning. Bull; Education Planning. Having a clear picture of who you are and where you want to go defines what we do. Form ADV Part 2A. David L. Johanson Part 2B. David Faulk - Part 2B.

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