Planning. Portfolios. Preservation.
Johlfs Financial Group is a team of advisors providing comprehensive financial planning designed to improve, optimize and balance your financial situation.
We want to take the complexity and frustration out of the process so clients can find confidence in their personalized financial plan.
Our objective is promoting a balanced financial lifestyle that helps you enjoy present experiences while driving towards future goals.
Johlfs Financial Group is a team of advisors providing comprehensive financial planning designed to improve, optimize and balance your financial situation. We emphasize strategy over product, are comprehensive in our process, and objective in our recommendations. We want to take the complexity and frustration out of the picture so clients can find confidence in their personalized financial plan.
Financial planning, simplified.
We strive to promote balance through comprehensive financial planning.
We create custom portfolios designed to optimize your financial situation.
We emphasize strategy over product in an effort to assist you with risk protection .
I started my practice from scratch at the start of 2007. I identified with Waddell & Reed’s client-centric approach to financial planning. From those humble beginnings to now, there have been a lot of changes in the market, the finance industry, and our practice. What hasn’t changed is our dedication to our clients, their financial plans, and their money – a stewardship that we take very seriously. I’m humbled to work with such great clients and colleagues every day. At the moment, I’m having a lot of fun toggling between being a CFP® practitioner, a business owner, and an investor. When I’m not engaged in business, I enjoy spending time with my family, travelling, and pursuing lifelong hobbies.
Fun fact: I lived abroad in Tokyo, Seoul and Costa Rica.
Our hope is that you will discover that we emphasize strategy over product, are comprehensive in our process, and authentic in our relationships. We strive to take the complexity and frustration out of the picture, and believe clients take ease in knowing they are staying on the path towards financial independence.
Click below to get to learn more about us.
Suddenly Single: 3 Steps to Take Now
Please Leave Home Without It
Mastering Mobile Lingo
It May Be Time for a Financial Checkup
IRS Contribution Limits have been increased for 2019. Click the link below to download our NEW Retirement Plan Contribution Limits Chart.
CLICK HERE FOR THE 2018-2019 CHART
*Source: Internal Revenue Service. Notice 2018-83. The information does not constitute tax or legal advice. Contact your tax or legal advisor for more information about your particular situation.
Cybercrime and Identity Theft Prevention
Hoodlums to Hackers: How Criminals Get Your Information and What You Can Do to Stop Them
The main focus of this non-technical presentation is on how prevent the most recent threats involving identity theft, cyber fraud, social networking scams, tax refund fraud and payment fraud. It is one of the most popular presentations for wealth advisor client events because it answers many questions that advisors receive from their clients. The audience will be informed, inspired to take action and entertained at the same time. Fraud is a serious topic, but as with all of Jeff’s presentations, it incorporates humor to engage the audience and help them remember key learning points.
Waddell & Reed is not affiliated with Jeff Lanza.
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Taking the first step is sometimes the hardest. We hope you will find our team of professionals can make your transition easy - starting with an honest and straight-forward conversation with your licensed advisor, leading to a streamlined on-boarding process, followed up by a long-lasting and authentic relationship.
Waddell & Reed has been serving the financial needs of families, individuals and businesses for more than 80 years. Waddell and Reed's mission today is based on our founders’ philosophy that those who participate consistently in the equity markets through a personalized financial plan can work toward life goals and weather a variety of market changes.
Waddell & Reed is not affiliated with and does not endorse any other entities referenced herein.