skip navigation

40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Why choose R. L. Johnson Investments?

Why choose R. L. Johnson Investments?

PERSONALIZED SERVICE
We realize that no two investors are the same.  Our experienced financial advisors talk one-on-one with each investor, analyzing debt levels, income needs, location preference, depreciation, and income taxes.  Upon completion of this analysis, we can better identify an investor's individual risk tolerance and investment objectives.

MANAGED BROKERAGE ACCOUNTS
If you have a managed brokerage account with R.L. Johnson Investments, you speak directly with the account manager.  Together we work together to set your goals then we manage your account according to your needs, risk tolerance, time frame, and goals.

R.L. Johnson Investments provides management of both IRA and non-IRA brokerage accounts for investors.  The management of these accounts is performed in our office by our professional staff.  We do not use outside third parties to deal with your account.  You can meet and speak with the people who are actually managing your money. All managed accounts are set up on a fee basis and not a commission basis.  We also provide the technology through our website for our clients to have the ability to log in into their accounts to review current investments, download statements, and other information with https://www.wealthscapeinvestor.com.  

BROKERAGE ACCOUNTS
R.L. Johnson Investments offers full brokerage services for those individuals who wish to buy and sell investment products of their own choosing or for clients who want to  invest in the market to some extent and need assistance.  This type of account is commission based.  A brokerage account must be opened prior to any sales or purchases are made for the first time.  IRA and non-IRA accounts are available, including custodial, educational, and mutual funds with or without stocks.

Transfer of your existing account with another broker to R.L. Johnson Investments can be easily accomplished.  Please call us to speak with a Registered Representative today.

INSURANCE: Are you properly insured?
Here at R.L. Johnson Investments, we take our client's insurance needs seriously.  One of your most important financial obligations is to make sure that you, your family, and your business are properly insured.  We offer a wide range of insurance products to fit almost any need. 

1031 TENANTS-IN-COMMON
At R.L. Johnson Investments, we understand 1031 Tenants-In-Common Exchanges.  There are very specific and stringent requirements and time frames 
to be executed to successfully complete a 1031 Tenants-In-Common Exchange.  We work with experienced qualified intermediaries and real estate providers to make sure that your exchange gets completed correctly.

R.L. Johnson Investments works with many 1031 Exchange sponsors who specialize in selling, identifying, exchanging, and often managing replacement properties.  These collaborations provide us with access to a variety of properties, both locally and throughout the United States, to choose from at any given time.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck