Catch our recent webinar, hosted by Flipping the Barrel's Jamie Elrod, with Managing Director of Wealth Management at Willis Johnson Wealth, Alexis Long, CFP® for financial planning strategies you can use when facing a potential layoff.
Here's what we covered:
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FTB is not a client of WJW and is being paid a monthly fee for their endorsements and collaboration. This compensation creates a material conflict of interest as FTB has an incentive to recommend WJW. FTB's comments may not be representative of any other person's experiences.
We know the ins and outs of your employee benefits, so you can make selections that help you build your wealth and make sure you're not leaving any money on the table.
We prepare and file your tax returns as part of our tax planning so the strategies we implement are tax-efficient.
With us, you don't have to worry about our recommendations coming with commissions or product sales. It's just great advice in your best interest 100% of the time.
Willis Johnson Wealth is a registered investment advisor. The information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Corporate benefits may change at any point in time. Be sure to consult with human resources and review the Summary Plan Description(s) before implementing any strategy discussed herein. Willis Johnson Wealth is not a CPA firm.
All investment advisors have a fiduciary duty to act in their clients’ best interest. WJW is not free from all conflicts and thoroughly discloses its conflicts of interest within Form ADV Part 2A and Part 3, located on the Firm’s website.