ABOUT US

David William Johnson has been in the financial and insurance planning business since 1978 and is a second generation advisor in this field. He is a Financial Strategist helping clients take advantage of strategies that Transform their wealth into Tax Free Wealth and Empower them to retire better with Guaranteed Financial tools using these strategies.

His experience in the financial services industry reaches from the high interest inflation days of the late 70's to the historically low interest rates today; from a flat stock market to the roaring tech boom of the 90's and the financial fall out surrounding 9-11.

Having learned that Home Equity is NOT AS SAFE as we think through experience, and having felt the SQUEEZE of the ILLIQUIDITY of Home Equity in a couple building and remodeling projects, David now advocates a system that has come to be known as "Missed Fortune", or Seperating one's Home Equity into a Liquid, Safe and Competitive Tax Free Compounding vehicle to SECURE that wealth, and in many cases REDUCE payable income taxes while GENERATING TAX FREE INCOME for Life.

His clients have appreciated the tax advantages, safety of principle and savve techniques of Missed Fortune and other strategies using over 70 different insurance companies and a wide array of other financial vehicles.

With over 30 years experience, a second generation business and a large family with the love of his life Susan Johnson and their 10 children he has a wide array of experiences that help add depth to the recommendations and wisdom to the strategies that are employed for his clients.

David welcomes the opportunity to serve you with an interest in your best future possible.

We look forward to helping you learn and use these same strategies and techniques that synergize safety with Wealth Transformation.