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M
oney matters. It’s essential. It’s personal. It’s emotional and sometimes even confusing. The way each of us chooses to manage money impacts all aspects of our lives, from lattes and groceries to education and estate planning - everyday decisions to long-term outcomes.
Johnson Bixby & Associates is here to help you develop financial strategies that suit your lifestyle and your goals and to help you manage those strategies as time—and life—goes by.
Since 1983, we’ve taken pride in fostering strong, lasting partnerships that allow us to use our education and expertise to help you manage your resources. We'll be your ally, standing by you with personalized recommendations that make your goals possible.
Our wide range of services include:
Comprehensive Planning
Helping you identify your goals and then reach them by making the most of available tax strategies, savings plans, investment allocation, retirement plan options, risk management, and legacy and estate planning.
Planning for Major Goals
Evaluating important life decisions, such as planning for retirement, designing retirement cash flow, changing careers, buying or remodeling a home, buying a car, starting a family, planning for college, etc.
Transition Planning
Strategizing for major life changes, be it a new job, change in marital status, having children, death of a loved one, relocating or helping aging parents.
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Disclosure
This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.
FINRA (Financial Industry Regulatory Authority)
www.finra.org
SIPC (Securities Investor Protection Corporation)
www.sipc.org
SEC (Securities and Exchange Commission)
www.sec.gov