We are pleased to announce the launch of our revamped website! We are always looking for ways to improve and give you a better experience by providing the best service. We revamped our website with you in mind. At Willis Johnson & Associates, it’s important to us that we deliver high-quality and personalized service to you not only when we meet but also online through our website and social media updates. It’s important to us to help guide and educate our clients in order to make better financial decisions that are important to you, your family, and your future.
Our goal with this enhanced look is to provide our clients and visitors a simpler way to learn about Willis Johnson & Associates’ financial planning and asset management services. We understand that, being a corporate professional, sometimes there’s never enough hours in a day and you just want to get to the point. With our new interactive website, it’s that easy.
You can select which stage YOU are at in the ARC of LIFE: 40’s, 50’s, 60’s, or 70’s. Then, you determine which category you would like to focus on: Retirement Planning, Investment Planning, Estate and Charitable Planning, Insurance and Liability Planning, or Education Planning. At each stage in the ARC of LIFE, there are common planning categories, and the issues addressed in each category are driven by your stage. Click here to check it out.
We carry the same theme throughout our website focusing on which stage YOU are at in the ARC of LIFE. We understand that, as a corporate professional, you may have questions or concerns about your employee benefits and how you can maximize all that your company has to offer in the most tax-efficient manner while you’re still working, perhaps. Well, we made a page for you that highlights Employee Benefits Expertise and you can select a stage that may fit your current situation.
Or, you may be a corporate professional that is nearing retirement, you may have goals that you want to accomplish with your family prior to retirement, or you may be confused on how to handle estate plans because, frankly, poorly developed estate plans can sometimes leave a nasty mess. You’ll want to establish a well-defined financial roadmap, but maybe you’re unsure how to develop a plan to reach those specific goals. Well, we created a page called Financial Planning Insight just for you. At each stage of life, there are planning opportunities that, if missed, could have a detrimental impact later in life. Whether it’s planning for retirement, college, or the next generations, we take the time to understand our client’s current situations and establish a path to guide them through life’s journey.
We believe that the emotional elements of your life play a vital role in designing and implementing a thorough financial plan. We pride ourselves on our ability to listen and identify the motivating factors behind each of your goals. WJA’s mission is to counsel you and provide realistic solutions. We customized an Emotional Elements page that depicts various financial situations in different stages in the ARC of LIFE. Whether it’s caring for elderly parents, paying for college, or paying for a wedding, we are here to continuously plan and help make your dreams and needs a reality.
Amongst the new features, the site contains integrated social media buttons for LinkedIn, Facebook, and Twitter to foster improved communication with our clients. We will be constantly updating our content with educational information, blog posts, upcoming events which include webinars and seminars, and WJA announcements.
We hope you like the changes and we also wish to establish this portal as a source of information for you.
Willis Johnson & Associates