Johnson Financial Strategies, LLC

Johnson Financial Strategies, LLC Jonathan Johnson is a CFP® professional Specializing in Wealth Accumulation & Protection Strategies I am not licensed in all jurisdictions.

For over 15 years, the Johnson Financial Strategies team has been successfully educating families, executives, and businesses on their finances and helping them build a plan for a strong financial future. We take pride in our highly-personalized approach and have confidence in being able to deliver success and value to our clients. It is our mission to not just give you a plan, but help you mainta

in and carry out that plan. We are here to help you adjust and grow as your life changes.

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I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 5005 Lyndon B Johnson Freeway, Suite 1600, Dallas, TX 75244-6115, (903) 705-6544. Neither Johnson Financial Strategies nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Johnson Financial Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Why the ultra-rich are flocking to new corners of the world — and what their moves reveal about real estate hotspots.
12/02/2025

Why the ultra-rich are flocking to new corners of the world — and what their moves reveal about real estate hotspots.

Why the ultra-rich are flocking to new corners of the world — and what their moves reveal about real estate hot spots.

Should you work until you reach your full retirement age or retire early? Learn about the pros and cons to both options.
11/27/2025

Should you work until you reach your full retirement age or retire early? Learn about the pros and cons to both options.

The majority of people retire early, leaving the workforce before reaching their full retirement age (FRA). Maybe you should, too.

The federal government’s shutdown has a bigger impact on retirees than just service delays. Here’s how the shutdown can...
11/24/2025

The federal government’s shutdown has a bigger impact on retirees than just service delays. Here’s how the shutdown can impact everything from your health to your travels.

Depending upon how long it lasts, a government shutdown can impact your daily life, including seeing family, managing your health, and enjoying your free time.

Learn about common Social Security filing mistakes and how understanding your options can help you make informed decisio...
11/21/2025

Learn about common Social Security filing mistakes and how understanding your options can help you make informed decisions about your benefits.

Want to maximize your Social Security check? Learn the 10 most common Social Security filing errors and the steps you need to take to boost your guaranteed retirement income.

Here are some things to consider before buying a vacation home.
11/18/2025

Here are some things to consider before buying a vacation home.

A vacation home can be a relaxing getaway or a financial burden. Learn the pros and cons of owning a second home and how to decide if it fits your goals.

Here are some tax-advantaged strategies to consider before year-end
11/14/2025

Here are some tax-advantaged strategies to consider before year-end

Don't wait until the end of the year to do last minute tax planning, start now and set yourself for success.

In this week's Ask the Editor Q&A, Kiplinger answers reader questions on the charitable deduction.
11/11/2025

In this week's Ask the Editor Q&A, Kiplinger answers reader questions on the charitable deduction.

In our Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on the tax rules for charitable deductions.

Discover six practical tips that may help you manage debt more effectively, reduce interest costs, and build greater fin...
11/06/2025

Discover six practical tips that may help you manage debt more effectively, reduce interest costs, and build greater financial confidence.

Debt repayment can be simplified. Discover six actionable tips that can help you reduce or eliminate debt, save on interest, and achieve financial freedom.

When work friend's drift: why it happens and how to stay connected.
10/30/2025

When work friend's drift: why it happens and how to stay connected.

Work friendships can boost teamwork, lift your spirits and make the job more fun. But when you retire, these friendships can fade. Here's a look at why that happens and what you can do about it.

Spurred on by competitive pressures, small businesses are racing to adopt AI.
10/24/2025

Spurred on by competitive pressures, small businesses are racing to adopt AI.

Spurred on by competitive pressures, small businesses are racing to adopt AI. A recent snapshot shows the technology’s day-to-day uses.

In Kiplinger’s latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on es...
10/21/2025

In Kiplinger’s latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on estate and gift taxes.

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on estate and gift taxes.

More and more Americans over 55 are choosing to rent rather than own their homes. Here are some pros and cons to conside...
10/16/2025

More and more Americans over 55 are choosing to rent rather than own their homes. Here are some pros and cons to consider when deciding.

The 55+ crowd is the fastest-growing group of renters. Here’s what to weigh if you’re considering swapping homeownership for a lease.

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2600 Netowrk Boulevard Suite 130
Frisco, TX
75034

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