Do you have clear financial goals in place? And are you on track in your pursuit of them? Without a strong plan and well-defined targets, it is impossible to measure your progress as you build for your future.
At Seim Johnson, our goal is to help clients grow and protect a lifetime of assets through our wholly-owned planning affiliate, Wealth Management Advisors, LLC and through our strategic planning partnership with a nationally known investment advisory firm. Our services focus on the accumulation, preservation, and transfer of wealth. We provide a comprehensive view of your financial plan that incorporates taxes, investment advising, insurance, estate planning, and financial planning for retirement. We understand that efficient planning translates to overall cost-effectiveness.
Our primary focus is on serving high net worth individuals, private and charitable trusts, and both qualified and non-qualified retirement plans. Our experienced team of financial professionals includes specialists who hold the IAR, CPA, and CAP™ designations, among others. We work in tandem with your legal counsel and can recommend several excellent estate and gift planning attorneys, should you require one. This combined team strategy enables us to provide you with the most comprehensive approach to planning and customizing your financial solutions.
Seim Johnson offers our clients thorough and professional services tailored to their individual needs, including:
- Cash Flow Analysis
- Savings and Emergency Funds Advising
- Retirement Accumulation
- Retirement Income Planning
- Education Planning
- Tax Planning
- Insurance Planning
- Estate and Legacy Planning
- Charitable Gift Planning
- Income, Gift, and Estate Tax Advising
Contact us today to start talking about your financial goals.