Planning for retirement can feel overwhelming. This experience provides a personalized, professional financial roadmap designed to help you understand where you stand today and what your future can look like.
You will work directly with Marcus Johnson, Certified Financial Planner™ (CFP), who will guide you through a thoughtful and thorough financial planning process.
What’s Included:
Step 1: Discovery & Strategy Session (2 hours)
A deep dive into your full financial picture, including retirement accounts, investments, income sources, insurance, estate documents, and your goals for the future.
Step 2: Personalized Financial Plan & Presentation (2 hours)
You will receive a comprehensive financial plan and retirement forecast designed to answer the biggest questions people have about their future, including:
- When you can realistically retire
- How long your money may last
- Investment and withdrawal strategies
- Tax-efficient planning opportunities
- Strategies for Required Minimum Distributions (RMDs)
- Timing and strategy for Social Security
- Qualified Charitable Distribution (QCD) planning
- Estate and legacy planning review
- Strategies for passing wealth to family and charitable causes
- Clear next steps to strengthen your financial future
This package is ideal for individuals and couples approaching retirement, already retired, or simply wanting clarity and confidence about their financial future. This experience is designed to be educational and valuable on its own. It is not intended to be a sales pitch, and the winning bidder is not required in any way to become a long-term client of Johnson Financial Advisors. Our goal is simply to provide clarity, insight, and meaningful value.
About Johnson Financial Advisors
Johnson Financial Advisors is a Tempe-based wealth management and financial planning firm serving families and individuals nationwide. Founded in 1981, JFA has served clients for more than 45 years as a family-owned business focused on long-term relationships and personalized advice.
We specialize in:
- Retirement planning
- Investment strategy
- Tax-aware financial planning
- Estate and legacy planning coordination
Marcus Johnson, Certified Financial Planner™, is a former President of Tempe South Rotary and is grateful for the opportunity to support the Rotary community through this auction.
You can learn more at www.JohnsonFinancial.com
Important Details / Fine Print
- Valid for individuals or couples
- Meetings may be held in person or via Zoom
- Expires 12 months from purchase
- This package includes financial planning and advice only and does not include ongoing investment management services
- Does not include tax preparation or legal services
- This package does not create any obligation for an ongoing relationship with Johnson Financial Advisors
- Advisory Services offered through Johnson Financial Advisors (JFA), a Registered Investment Advisor. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. JFA and Osaic Wealth, Inc. are unaffiliated.
