GenX
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Jorie Johnson
Financial Advisor
CFP®
Financial Futures, LLC1027 NJ-70, Suite 201, Brielle, NJ 08730
Broker Affiliation: Charles Schwab
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Millennials & GenZ
Retirees or Seniors
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Financial Futures provides tax-focused financial planning and wealth management to help individuals and families build, manage, and protect their wealth. As fiduciaries, we integrate tax, investment, retirement, estate, and risk strategies to empower our clients to make smarter financial decisions and achieve lasting financial security.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.