Is there a minimum account size?
[Placeholder answer.] No. We work with people at a range of asset levels; what matters more is whether you want a written plan and an advisor who stays in touch.
Questions
The things people ask before they call
If yours isn't here, ask it. We'd rather answer a hard question early than have you wondering.
What does the first meeting cost?
Nothing, and it doesn't commit you to anything. If we go further, you'll know the cost in writing before you decide.
Do I have to move my accounts?
No. Plenty of clients keep their investments where they are and work with us on income planning and protection.
What is Scott's insurance background?
Scott has worked in insurance since 1988. His background includes annuities, long-term care coverage, and disability insurance.
Who will I actually be working with?
You'll meet with Scott Johnson, the owner of Johnson Financial Services.
I'm already retired. Is it too late?
No. A large share of our work is with people already retired who want to protect the income they have and simplify what they own.
Can you work with my CPA and attorney?
We prefer it. Plans that are built without them tend to come apart at exactly the wrong moment.
How do I check your credentials?
You can look up insurance licenses through the Utah Insurance Department. Scott's professional designations are listed on the About page.