Build Your Plan with Confidence

Minimize Your Tax Burden

When you are accumulating wealth, the last thing you want is to be giving the IRS more of your hard-earned savings than necessary. By making tax-efficient decisions every step of the way in your financial journey, you get to keep more of what's yours. Tax preparation can be stressful and time-consuming for most people, so we tackle that burden with our team of specialized experts to help give you financial peace of mind. Our in-house CPA and tax team work with our wealth managers to ensure seamless communication and implementation of tax-efficient financial strategies.

Alongside our industry-leading financial planning and asset management services, we offer:

Striving for Excellence

Willis Johnson & Associates is committed to offering consistently high levels of service to our clients and community. Our firm continues to be recognized and ranked among top-performing Energy financial advisors and industry leaders locally and nationally.