Jan Johnson Financial Planning

Jan Johnson Financial Planning is a financial planning practice led by Jan Johnson, a Certified Financial Planner who focuses on retirement and major life transitions. Her work centers on people in the five to ten years before retirement, including Boomers, business owners and women, with an emphasis on enhancing retirement income, reducing taxes and growing wealth. Her services include comprehensive financial plans, retirement planning and help through events such as divorce, inheritance or the loss of a loved one.

Clients can expect regular financial reviews on a quarterly, semi-annual or annual schedule, along with step-by-step action checklists and guidance on cash and debt management, estate planning and intergenerational family finances. The office is at 945 Main St in Manchester, Connecticut, and the practice is licensed to work with clients in several states, including Connecticut, Massachusetts and New York. Securities are offered through Cambridge Investment Research, which is not affiliated with the firm.