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Roger Johansson, Financial Service Professional with Nylife Securities, LLC

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Columbia, SC
Roger Johansson, Financial Service Professional with Nylife Securities, LLC

Registered Representative offering securities products and services through NYLIFE Securities LLC

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. 200 Meeting St, Ste 401, Charleston, SC 29401, 843-720-1900

I am not licensed in all jurisdictions. 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. Registered Branch Address:
914 Richland St
Suite B-201
Columbia, SC 29201

Neither Johansson Financial nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Johansson Financial is not owned or operated by New York Life Insurance Company or its affiliates.

10/24/2026

Market headlines can be distracting, especially during periods of uncertainty. Yet history continues to highlight the importance of maintaining a disciplined investment strategy focused on long-term goals.

While short-term market fluctuations are inevitable, staying focused on your overall objectives may help you avoid making decisions based solely on temporary market movements. If recent volatility has raised questions, I'd be happy to discuss your strategy.

10/23/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

10/22/2026

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your financial goals, not the latest headlines. In a recent Kiplinger article, John Boccio, Head of Wealth Management at New York Life, shares key considerations for making thoughtful portfolio decisions. Not Every Headline Calls for a Portfolio Change.
Read his insights here: https://bit.ly/3W25KPw

10/16/2026

A Roth conversion may create additional flexibility in retirement, but timing matters. Recent tax changes have prompted many individuals to take a fresh look at how Roth conversion strategies fit within their broader financial picture.

Every situation is different. If you're interested in exploring whether a Roth conversion strategy may benefit you, let's talk about the opportunities and considerations involved.

10/15/2026

If giving back is part of your financial goals, there may be ways to incorporate charitable giving into your retirement income strategy. Certain approaches involving IRA assets may help support causes you care about while also addressing RMD obligations.

Let's discuss whether charitable giving opportunities could benefit both you and the organizations you support.

10/14/2026

Recent changes to required minimum distribution (RMD) rules may create new opportunities for retirement planning. Understanding when distributions begin and how these rules apply to your situation can play an important role in your retirement income strategy.

If you'd like to review how these changes could affect your retirement income plan and tax strategy, I'd be happy to help.

10/08/2026

If you or someone you care for has a qualifying disability, an ABLE account can be a tax-efficient way to invest for the future—and remain eligible for essential federal benefits. Learn more here: https://nyl.co/4AU3IRx

10/07/2026

If you’re caring for a loved one with a disability, an ABLE account can help them build financial independence—without jeopardizing important federal benefits. Want to know more? Review this information and reach out to me today.
https://nyl.co/4yCiA5i

10/06/2026

10/01/2026

Having your wishes documented can provide clarity for loved ones and help ensure important decisions are addressed. Yet research suggests many Americans still do not have key estate planning documents in place.

Even if you've created an estate plan, periodic reviews can help ensure it still reflects your goals and circumstances. Let’s connect if you'd like to discuss how estate planning fits into your broader financial strategy.

Address

914 Richland Street, B-201
Columbia, SC
29201

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 4pm

Website

https://www.johanssonfinancial.com/

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