The Team

Shane, Johnson and Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Ashley Johnson

Ashley Johnson

Private Wealth Advisor

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Designations

CFP®, BFA, CRPC®, APMA®

Top Areas of Focus

  • Tax Planning Strategies
  • Small Business
  • Women's Financial Strategies

Education

B.S. Finance from the University of South Florida, 2007
CA Insurance #0G99597

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Our Staff

Joel H Shane

Joel H Shane

Practice Manager