WEALTHCARE360™ - FOUNDATIONS

 

 

The Wealthcare360™ - Foundations platform is specifically designed for busy young professionals and new investors seeking education, organization and a strong foundation for pursuing their financial goals.  Wealthcare360™ - Foundations clients are growth-oriented and intentional about their purpose for seeking financial advice.  The Johnston Group works with these clients to build a structure in their lives that provides a sense of confidence in their overall financial direction.  Clients in this program have access to low-cost, tax efficient investing vehicles to execute a personalized savings and investing strategy based on their planning conversations with The Johnston Group.  Other common areas of discussion include:

 

  • Insurance (life, disability, property & casualty)

  • Employer Benefits

  • Tax Strategy 

  • First-time home purchase

  • Education savings

  • Estate documents (will, power of attorney, health care directive)

 

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