Partner. Successful client relationships are dependent on developing a comprehensive, intimate partnership with each of our clients. To serve our clients’ best interests, we need to fully understand their goals, values and personal information. Honesty and transparency are the hallmark of each client relationship and a strong partnership lays the foundation for a successful planning experience.
Plan. Once the partnership is formed we work with clients in articulating their life’s goals and vision while developing an actionable strategy to close the gap between where they are now and exactly where they want to be. Once clients set their specific goals, The Johnston Group provides a custom roadmap for achieving them while also navigating the areas of investment management, tax & estate planning, risk management and insurance.
Prosper. With a strong partnership and specific plan in place, clients are on the journey to prosperity while working within the decision-making structure created by the Wealthcare360™ framework. The Wealthcare360™ experience provides all clients with a sense of comfort, convenience and peace of mind as they focus on their priorities while on the journey to financial independence and fulfillment.