Willis Johnson, CFP®

Willis Johnson, CFP®
PRESIDENT & CEO
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Recent Posts

tax loss harvesting savings vs. tax costs

Tax Loss Harvesting: How to Benefit From Your Investment Losses

Occasionally, we all regret an investment decision. We purchase a security thinking it is going to be a high performer, but it sinks in value instead.  We hold on to the security, thinking that...
December 19, 2019

4 Guidelines for Maximizing Your Employee Benefits

May 17, 2019

Building Your Financial Planning Team

March 27, 2018

Thoughts From Willis | Building Our Library With You In Mind

January 19, 2018