Phillip Johnson, CFP®

Investment Representative

I help my clients create holistic financial plans that include retirement planning, estate planning, investment selection, and planning for their children’s education.

I work best with families looking for a goals-based planner, who keeps the realities of daily life in mind while helping to secure their financial independence.

When I’m not working with my clients, I enjoy spending time with my own family and getting outside for activities like hiking and soccer. I look forward to working with you!

Contact me today to learn more

Recent posts

Take your donation dollars further

Jun 01, 2023 - Canada Life

Is charitable giving a part of your financial planning? Find out how you can take your donation dollars further...

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