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At PK Johnson Financial Services, LLC, we believe that having a clear understanding of your financial situation is the first step towards achieving your goals. As a trusted financial consultant, our mission is to provide personalized guidance and expertise to help individuals like you make informed decisions about their financial future. With over 30 years of experience, our founder and owner, Phyllis Kirven Johnson, has helped countless clients achieve their financial objectives.

Expertise and Services

Our services are designed to help you make the most of your financial resources. We take the time to understand your unique financial goals, risk tolerance, and current financial situation. Based on this information, we develop a customized plan to help you achieve your short-term and long-term objectives. Our services include:

  • Financial Planning: We help you create a comprehensive plan to achieve your financial goals, whether it's saving for retirement, paying for college, or building a nest egg.
  • Investment Advisory Services: We offer expert investment advice to help you grow your wealth and achieve your financial objectives.
  • Risk Management: We help you protect your assets and loved ones from unexpected financial setbacks, such as loss of life or long-term care needs.
  • Tax Planning: We provide guidance on tax-efficient strategies to minimize your tax liability and maximize your after-tax returns.

How We Work

At PK Johnson Financial Services, LLC, we believe that building a strong relationship with our clients is key to their success. We take the time to understand your unique financial situation and goals, and work closely with you to develop a customized plan that meets your needs. Our services are designed to be transparent and accessible, with regular updates and review to ensure that your plan remains aligned with your changing financial circumstances.

Meet Our Team

Our team is dedicated to providing exceptional service and expertise to our clients. Our founder and owner, Phyllis Kirven Johnson, is a seasoned financial consultant with over 30 years of experience. Her expertise and guidance have helped countless clients achieve their financial objectives.

Why Choose Us

At PK Johnson Financial Services, LLC, we believe that our unique approach sets us apart from other financial services providers. We take the time to truly understand our clients and develop customized plans that meet their unique needs. We are committed to providing exceptional service, expertise, and transparency to help our clients achieve their financial goals.

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