Black Business Leadership Conference

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPIC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS, Kestra IS or Kestra AS are not affiliated with Johnson Wealth Advisors. Johnson Wealth Advisors does not offer tax or legal advice. Investor Disclosures: http://www.kestrafinancial.com/disclosures

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FOUNDER / PRINCIPAL SNAPSHOT

• Military Family & Pierce County, WA Native
• Graduate of Washington State University
• Member of Omega Psi Phi Fraternity
• 20 Years of Professional Experience in the areas of: Business Banking, Investments, Insurance, & Planning
• Member of the Lakewood Chamber of Commerce
• Non-Profit Board President; Treasury Staffer at childhood church
• Husband, Father, Friend

Disclosures

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The information in this material is not intended as tax or legal advice. Please consult legal or tax professional for specific information regarding your individual situation. The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Advisor Services Holdings, Inc., d/b/a Kestra Holdings, and its subsidiaries including, but not limited to, Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.

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Financial

Planning

Process

Implement

The Plan

Assess &

Create The Plan

Determine Where

You Are Now

Monitor

& Review

Set Goals

Financial

Investment

Options

RA

Employer

Sponsored

Plans

Taxable

Investments

IUL’s

Retirement

Accounts

IRA’s

Succession

Planning

Part-Out The Business

Close

The Business

Sell

The Business

Tax

Considerations

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Sale Of

Business

Is Capital

Gain

When

You Would

Pay

Taxes

Tax Brackets You Are In

Now Vs When You Retire

Estate

Planning

How Are

Those

Sources

Taxed?

Will

vs

Trust?

How Much Control

Do You Want

To Have?

What Are Your

Income Sources?

Beneficiaries

Individuals or Trust?

Insurance &

Risk

Management

How Much

Insurance Do I Need?

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What Type Of

Insurance Do I Want?

FOR MORE INFORMATION CONTACT US

COLLEGE PLANNING

RETIREMENT STRATEGIES & INVESTMENT MANAGEMENT

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ESTATE & INSURANCE PLANNING

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Schedule time to discuss your personal goals