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OUR PROCESS

OUR PROCESS

At Johnson & Ghirsig Wealth Advisors we offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions.

This allows us to pay close attention to your unique circumstances and identify your goals which become the focus of our relationship. If you have complex issues, we elicit the guidance of specialists who have expertise in the relevant areas. We will work with accountants and  attorneys to provide appropriate solutions.  

We will help you take meaningful, manageable steps toward developing an integrated strategy to help you achieve a secure financial future. Since your financial situation is bound to change, we are committed to working with you over time to monitor your progress and help ensure you are on track to achieving your goals. Long-term relationships that encourage open and honest communication have been the cornerstone of our team's success.   

OUR PRODUCTS & SERVICES

Investments

Brokerage Accounts

Traditional IRA

Roth IRA

SEP IRA

Fixed and Variable Annuities

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Financial Planning

Investment Planning

Estate Plans

Money Management

Retirement Income Strategies

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Insurance

Disability Income Insurance

Life Insurance

Long Term Care Insurance

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