The Team

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

Donald Johannes

Donald Johannes

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

B.A. Economics SUNY Stony Brook
CA Insurance #0I08490

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Our Staff

Judy Hansen

Registered Client Service Associate

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Qualifications

  • FINRA Series 7 and 63