Johnson Financial Strategies, LLC

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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.

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

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

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

Older homeowners are getting less for their homes when they sell, according to a new study. Learn how this trend may aff...
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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.

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Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down ...
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As scammers embrace new tech, use these strategies to help safeguard your accounts.
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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.

Summer spending can leave you with higher credit card balances and lower savings. Learn how to recover from a financial ...
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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.

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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.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a ...
08/12/2026

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone.

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Taxpayers may receive automatic IRS relief under a new system, but a key eligibility rule still applies.
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Taxpayers may receive automatic IRS relief under a new system, but a key eligibility rule still applies.

Address

2600 Netowrk Boulevard Suite 130
Frisco, TX
75034

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