At Johnson, Glaze & Co., we’ll listen to your concerns, gain an understanding of the whole picture, then provide solid advice to help you manage your financial life, now and into the future.
A properly structured financial plan should enable you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that should help you to achieve your goals and strengthen your financial security. We can also help you interpret any pre-existing financial statements or answer any questions on statements we prepare for you.
With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.
Retirement can take many forms and not all of them are golden. Today it rarely involves completely exiting the workforce. Many may need the income, but most of us need the meaningful use of our skills and abilities to stay healthy, mentally and physically. You may not get paid for all of your efforts, but they are still important to you, your family, and the community. Planning for these years should help you begin to create the flexibility to choose if and when you work, volunteer, travel, or play with the grandchildren.
Successful implementation and periodic review of your financial plan will begin to move you toward financial independence during your working years and through retirement. The best time to start planning your retirement is now.
I am incredibly grateful for your help on this. Both your expertise and non-judgmental, friendly style are greatly appreciated. Thank you!— Lynn B.