About My Practice
Persons choosing to employ the services of Wealth Planning Corp. are most often confronted with decisions concerning an influx of new money larger than they are accustomed to handling. The events that trigger the need for counsel are: retirement; death of a spouse; inheritance; corporate downsizing; divorce; retirement and business planning for professional practitioners and entrepreneurs. These significant events of life will generally require sound financial planning with specific application to your tax structure and cash flow. Preserving your estate assets and avoiding unnecessary taxes at death or transfer is central to the planning contingency that must be carefully reviewed with each situation. Wealth Planning Corp. has the experience and expertise to address the issues surrounding each of these life events with you.
In 1982, C. Michael Johnson began offering fee based financial planning. In 1984 the business was incorporated as Wealth Planning Corporation. At present 5 million of client assets are "passively managed" and 26 million actively managed. The client may choose which is best for them. C. Michael Johnson strives to provide honest and ethical financial advice.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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