Your Life

Rely on our personal financial advice.

We’ll listen to your concerns, gain an understanding of the whole picture, then provide solid advice to help you manage your financial life, now and into the future.

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we at Johnson, Glaze & Co. can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Personal tax preparation

This may seem like the most basic of services, that can be provided by just about anyone, but it is often the foundation of your financial planning. It is our responsibility to use the information you provide to help you navigate the complexities of government taxation so that you are able to compare options for paying the least amount required. That allows you to use the rest to build your financial health and security. It also means you can rely on our tax preparation services and team of highly trained professionals to apply those complex laws to your situation and guide you in the best tax-advantaged strategies for the long-run.

Estate planning

This is more than planning for death and taxes. It is about honoring family relationships and passing your assets to your loved ones in an orderly fashion. You can care for your spouse, children, close friends, and even charities after you are gone by having an estate plan. If you have properties or a business those can be planned for as well. The most common question is “How do I hand this over to the next generation without it becoming a burden?” We can help you work with an attorney to get a plan in place now while you are able.

Retirement planning

When it comes to your financial future, managing your nest egg, or planning ahead for the retirement you envision, talk to our affiliates at JGC Wealth Management. From considering personal and family goals to helping you choose how to get the most from your Social Security or Oregon PERS benefits, they’re knowledgeable, experienced and ready to help.

Visit the JGC Wealth Management website to learn more.

Talk to us about your financial future

When you’re looking for sound advice and guidance for your personal financial situation, talk to our professionals. The first meeting is on the house. Contact us to schedule a no obligation introductory appointment.



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