Johnson Financial Strategies, LLC

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Frisco, TX
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 maintain 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.

10/26/2026

The family vacation home could become a cause of conflict without a strategy for how it will pass to your heirs — and a conversation about who actually wants it.

The family vacation home could become a cause of conflict without a plan for how it will pass to your heirs — and a conversation about who actually wants it.

10/22/2026

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

10/20/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

10/16/2026

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing costs.

The 10-year Treasury yield is climbing. Here’s how higher yields could affect mortgage rates, car loans and credit card debt.

10/15/2026

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.

08/28/2026

Older homeowners are getting less for their homes when they sell, according to a new study. Learn how this trend may affect retirement planning and financial decisions.

Older homeowners are getting less for their homes when they sell, according to a new study, raising important questions about retirement income and taxes.

08/25/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

08/20/2026

As scammers embrace new tech, use these strategies to help safeguard your accounts.

As scammers embrace new tech, use these strategies to safeguard your accounts.

08/17/2026

Summer spending can leave you with higher credit card balances and lower savings. Learn how to recover from a financial hangover and reset your budget before fall.

Summer vacations, family outings and impulse purchases can strain your budget. Here's how to get your savings and spending back on track before the holidays.

08/14/2026

Wealth protects your lifestyle, but liquidity protects your wealth. Here’s why a strategic cash cushion can play an important role in your overall financial strategy.

Address

2600 Netowrk Boulevard Suite 130
Frisco, TX
75034

Website

http://www.JFStrategies.net/

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