Johnson Financial Planning - Melville, New York

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Johnson Financial Planning: A Comprehensive Overview

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For individuals and families seeking comprehensive financial planning services, Johnson Financial Planning presents itself as a dedicated provider. Located at 400 Broadhollow Rd # 200, Melville, NY 11747, United States, this firm specializes in guiding clients through the complexities of managing their assets, achieving their financial goals, and ensuring a secure future. They operate with a commitment to personalized service and a deep understanding of the evolving financial landscape. This detailed overview aims to provide potential clients with a thorough understanding of Johnson Financial Planning, including its services, location, and available resources.

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Services Offered

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Johnson Financial Planning’s core competency lies in offering a broad spectrum of financial planning solutions tailored to meet diverse client needs. Their services typically encompass:

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• Retirement Planning: Assisting clients in developing strategies for a comfortable retirement, including investment planning, Social Security optimization, and tax-efficient withdrawal strategies.

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• Investment Management: Providing portfolio construction and management services, utilizing a disciplined approach to asset allocation and risk management.

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• Estate Planning: Collaborating with legal professionals to develop estate plans that minimize taxes and ensure the smooth transfer of assets to beneficiaries.

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• Education Planning: Helping families plan for the costs of higher education, exploring options like 529 plans and other savings vehicles.

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• Insurance Planning: Analyzing insurance needs to ensure adequate protection against unforeseen events, including life, disability, and long-term care insurance.

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• Tax Planning: Working with clients to minimize their tax liabilities through strategic planning and leveraging available deductions and credits.

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The firm emphasizes a collaborative approach, working closely with clients to understand their unique circumstances and objectives. They believe in building long-term relationships based on trust and transparency.

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Location and Accessibility

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Johnson Financial Planning’s physical location at 400 Broadhollow Rd # 200, Melville, NY 11747, provides a convenient setting for client consultations. The office is designed to be accessible, demonstrating a commitment to inclusivity. Specifically, the location features:

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• Wheelchair-Accessible Car Park: Offering ample parking spaces readily accessible to individuals using wheelchairs.

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• Wheelchair-Accessible Entrance: Ensuring a smooth and easy entry for all visitors.

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• Wheelchair-Accessible Toilet: Providing a fully accessible restroom facility.

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• Toilet Facilities: Standard restroom facilities are available.

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Appointments are recommended to ensure dedicated attention and allow for in-depth discussions about individual financial needs. Contacting the firm in advance is advised to schedule a meeting.

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Opinions and Reviews

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Currently, Johnson Financial Planning has 0 reviews on Google My Business. This indicates a limited amount of publicly available feedback at this time. The average opinion is 0/5, suggesting a lack of recent reviews and potentially an area for improvement in client satisfaction communication. It’s important to note that a lack of reviews does not necessarily reflect the quality of service offered – it simply indicates a lower level of public feedback.

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Website and Contact Information

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For more detailed information about Johnson Financial Planning, including service offerings, investment strategies, and team members, prospective clients are encouraged to visit their website: http://johnsonfinancial.nm.com/. This website serves as a valuable resource for exploring the firm’s capabilities and contacting them directly. Please note that a telephone number is currently unavailable at this time.

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Other Points of Interest

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Johnson Financial Planning demonstrates a commitment to client comfort and convenience by offering wheelchair accessibility throughout their office space. This demonstrates an understanding of diverse client needs and a dedication to providing a welcoming environment. Scheduling appointments in advance is highly recommended to maximize the value of the consultation and ensure adequate time is allocated to address individual financial concerns. The firm's focus on personalized service and long-term relationships underscores their commitment to client success. They strive to be a trusted partner in navigating the complexities of personal finance.

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Key Takeaways: Johnson Financial Planning offers a range of financial planning services, emphasizing personalized attention and accessibility. While currently lacking publicly available reviews, the firm’s commitment to accessibility and client-focused approach suggests a solid foundation. Further investigation and direct communication are recommended to determine if this firm aligns with an individual’s financial planning needs.

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"summary": "Johnson Financial Planning offers personalized financial planning services with a focus on retirement, investments, and estate planning. Located in Melville, NY, they prioritize accessibility and aim to build lasting client relationships.",
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