Whether you need a more reliable way to generate income for retirement now, or you want to help ensure your investments are generating as much interest and dividends as possible without having it taken away by unexpected circumstances, our complimentary Retirement Income Kit is for you.
Our mission is to bring intelligence, integrity, and truly individualized value-added investment management and advice to affluent investors, putting the clients first, and to disregard the agendas of Wall Street and the giant firms that dominate the industry. We allocate, manage, and monitor clients’ assets, unlike the typical advisor’s “one size fits all” management approach. As an independent wealth and management firm, we represent our clients and their interests, rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations.
Matthew P. Johnson is President and Owner of Johnson Wealth and Income Management, a third-generation company that has been serving clients for over 75 years. Matthew has been advising clients in the financial services industry since 1999. He strives to educate clients on how to invest for income, help to avoid loss by utilizing more conservative investment options, and is dedicated to helping them achieve a well-planned retirement.
Is Your Financial Strategy Appropriate for Your Current Stage in Life?
When it comes to planning and saving for retirement, the growth-based investment strategies that were right during your working years may not be best as you approach and enter retirement.
Instead, income-based financial strategies designed to help preserve your principal, can provide you with steady interest and dividend payments you can count on. That way, you can spend less time worrying about a potential market correction, and more time enjoying the activities that will make you feel happy and fulfilled in retirement.
We take the responsibility of helping our clients and their families preserve and grow their wealth seriously. That’s why, on the final page of this packet, you’ll find an invitation to schedule a complimentary, no-obligation financial consultation. With one quick phone call or meeting, we can help to determine if your current financial plan is designed to provide you with the income you’ll need to enjoy the lifestyle you deserve in retirement. If not, we can help you make the necessary adjustments.
“10 Signs You’re Working with a True Retirement Income Specialist”
”The Case for Fixed Income – How to Help Avoid the Most Common Mistakes that Could Derail your Retirement”
“The Essentials of What you Need to Know About Retirement Income”
“7 Risks to Your Retirement and What You Can Do to Help Avoid Them”
“Investing For Income in the Stock Market”
“Estate Planning – Are you making mistakes that could jeopardize your retirement?”
“Why Investing in Mutual Funds Could Jeopardize Your Retirement”
Retired, approaching retirement, or ready to get an early start
Worried they might outlive their retirement savings
Not sure if their investments are helping to minimize or even eliminate stock market risk and uncertainty
Interested in taking a “Bird in the Hand” approach to investing that can help provide steady streams of interest and dividends for retirement, even if you don’t need the income now
The secret to a more stress-free retirement is to try to preserve what you’ve worked so hard for and use it to provide a steady stream of income you can depend on.
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Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source, LLC. Sound Income Strategies, LLC and Retirement Income Source, LLC are associated entities.