Business Details
30 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
Willis Johnson & Associates is a fiduciary financial advisory firm dedicated to empowering corporate professionals and retirees nationwide. Founded in 1996, we specialize in optimizing finances through strategic tax planning, investment management, and expertise in employer-provided benefits for executives from companies like Shell, Chevron, and BP. Our team of Certified Financial Planners, Chartered Financial Analysts, and CPAs delivers personalized, tax-efficient solutions aligned with clients' long-term goals. As a fee-only Registered Investment Advisor (RIA), we prioritize transparency, avoiding product sales or commissions to ensure unbiased advice.Our holistic approach integrates financial planning, tax services, and behavioral finance principles to help clients navigate complex compensation packages, retirement transitions, and wealth preservation. With decades of experience and a commitment to evidence-based investing, we focus on minimizing tax liabilities, maximizing retirement savings, and providing tailored guidance through every stage of life.
Services
Financial Planning
Investment Management
Tax Planning
Retirement Planning
Estate Planning
Benefit Optimization
Wealth Management
Portfolio Management
Charitable Giving
Insurance Evaluation
Details
- Year established: 1996
Highlights and features
- We are a fiduciary, fee-only firm with no product sales or commissions.
- Our team includes CFPs, CFAs, and CPAs specializing in corporate benefits optimization.
- We offer in-house tax planning and preparation services for holistic financial strategies.
- Our evidence-based investment approach is grounded in Nobel-Laureate research.
- We provide tailored guidance for executives navigating retirement transitions.
Associations and certifications
- Registered Investment Advisor (RIA)
What people say
Trusted advisors
Tax-efficient strategies
Personalized guidance
Expertise in Chevron benefits
Successful retirement planning
Services
Financial Planning
Our financial planning service creates customized roadmaps to achieve long-term goals through tax-efficient strategies. We analyze income, assets, and liabilities to develop actionable plans for retirement, estate planning, and wealth preservation. Our team coordinates with CPAs and tax experts to ensure compliance while minimizing liabilities.
Investment Management
We implement evidence-based investment approaches grounded in Nobel-Laureate research. Our portfolios use systematic target band rebalancing to maintain optimal asset allocation. The team focuses on low-cost index funds and tax-informed decisions to maximize after-tax returns for long-term growth.
Tax Planning
Our in-house CPAs provide year-round tax planning and preparation services. We specialize in complex executive compensation structures, including stock options and deferred compensation. Strategies include tax-loss harvesting, income smoothing, and optimizing retirement account distributions to reduce lifetime tax burdens.
Retirement Planning
We help clients transition into retirement with customized strategies for pension elections, 401(k) distributions, and Social Security optimization. Our team coordinates benefit packages with personal assets to ensure sustainable income streams while minimizing tax implications during retirement.
Benefit Optimization
Specialized guidance for corporate executives maximizing employer-provided benefits. We analyze stock compensation plans, deferred compensation, and retirement packages to create tax-efficient strategies. Our expertise covers Chevron, Shell, and BP benefit structures for optimal wealth accumulation.
People
Willis Johnson
CEO
With over 35 years of experience, Willis Johnson founded the firm in 1996. He specializes in guiding corporate professionals through retirement transitions and optimizing executive compensation packages for long-term wealth preservation.
Nick Johnson
President & Chief Investment Officer
CFA and CFP Nick Johnson leads investment strategy and serves on the Investment Committee. He focuses on evidence-based portfolio management and personalized financial planning for corporate executives seeking tax-efficient wealth growth.
Alexis Long
Managing Director, Wealth Management
MBA and CFP Alexis Long oversees wealth management operations. She specializes in creating comprehensive financial plans for high-net-worth individuals, emphasizing retirement planning and tax-efficient investment strategies.
Sarah Sikorski
Director, Wealth Management
CPA and CFP Sarah Sikorski combines accounting expertise with financial planning. She develops personalized strategies for clients navigating complex tax situations and retirement transitions with a focus on long-term wealth preservation.
Leah Cessna
Director of Tax
CPA Leah Cessna leads tax services, specializing in executive compensation taxation and international tax compliance. She coordinates with advisors to implement tax-minimization strategies aligned with overall financial plans.
Questions
What makes Willis Johnson & Associates a fiduciary firm?
As a Registered Investment Advisor, we are legally obligated to act in clients' best interests. We are fee-only with no product sales or commissions, ensuring unbiased advice aligned with client goals.
Do you specialize in specific industries?
We focus on corporate professionals and retirees, particularly executives from energy companies like Chevron, Shell, and BP. Our expertise includes optimizing complex compensation packages and retirement benefits.
How are your investment management fees structured?
Fees range from 0.40% to 1.20% annually of assets under management, decreasing as AUM increases. The minimum quarterly fee is $2,063, with transparent pricing and no hidden costs.
What tax services do you offer?
We provide year-round tax planning, preparation, and filing services. Our CPAs specialize in executive compensation taxation, international tax compliance, and strategies to minimize lifetime tax liabilities through coordinated financial planning.
How do you help with retirement planning?
We analyze pension options, 401(k) distributions, and Social Security strategies to create sustainable income streams. Our team coordinates benefit packages with personal assets to ensure tax-efficient retirement transitions.
Can you assist with Chevron-specific benefits?
Yes, we specialize in Chevron's Employee Savings Investment Plan (ESIP), Deferred Compensation Plan (DCP), and incentive programs. Our team helps executives optimize stock options, retirement elections, and severance packages.
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