Joel Johnson: A Trusted Advisor For The Retirement Community
Wethersfield, CT – June 28, 2012 – Joel Johnson, CFP®, will celebrate his 23rd year in finance this coming July.
Joel does not consider himself the usual investment professional, but much more of a trusted advisor to the family.
And that’s exactly what Johnson Brunetti prides itself in doing for its clients at the firm’s three offices in Connecticut. The firm advises on all things financial from investments, insurance, estate planning to tax preparation.
The specialty focus at Johnson Brunetti is the person who is already retired or the person within 10 years from retirement.
“These are people who want a solid income stream that will last the rest of their lives, so they can sleep at night and not worry about their money. They want to hire a professional to do this so they can enjoy what’s important to them like family.”
Joel figured out early that people close to retirement don’t necessarily want him to make them rich. Instead, they want to produce a good cash flow that can help them visit grandkids and travel.
A major mistake that Joel is passionate about is seniors not protecting themselves from market downturns. “When you look back at 2008, so much of the financial community and even CNBC was shocked, and didn’t see this coming. But when you look back at history, every 7 to 10 years, there was some kind of financial crisis. In 2008, it was the mortgage crisis, in 2001, it was the dot-com bubble, in 1994, it was the Fed raising interest rates quickly,” he explained.
Joel and his staff also speak to pre-retirees at seminars, and even speak at national conventions where other firms look at Johnson Brunetti as a model of excellence.
An additional way to educate seniors and pre-retirees is through Joel’s radio program every Sunday morning at 8:30 a.m. on WTIC 1080, a major news talk station in Connecticut.
“My passion is not just giving great financial advice but I also want to have the premier financial planning and investment firm in Connecticut,” he said without thinking twice.
To learn more about Johnson Brunetti or any of the firm’s services, you can visit www.JohnsonBrunetti.com or call 800-208-7233.