R.L. JOHNSON FINANCIAL CENTER
We are pleased to put our 35+ years of experience to work for you. As a trusted, family owned company, we keep relationships with our clients a high priority, as well as, delivering an excellent product. When you call the office, you will talk with a human. It's true - we want you to call us or stop by to talk about accounts.
R.L. JOHNSON INVESTMENTS
513-367-1031
We are offer a wide array of financial products and services and and are committed to providing thoughtful, experienced guidance, and personalized service to enable clients to establish and maintain control over their financial life. We realize that no two investors are the same. Our experienced team talks one-on-one with each investor, analyzing financial needs and goals. Upon completion of this analysis, we can better identify an investor's individual risk tolerance and investment objectives.
We believe that you will be better able to identify your goals and to make sound decisions to help reach those goals with the provision of our sound financial information.
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.
Services for You
WealthScape Investor
You can have your account or accounts at your fingertips to look at or review at ANY time! Just access your account or accounts by using our Wealthscape Investor.
Mobile Check Depost
Access your brokerage account(s), view positions, download statements, monitor your portfolio, Mobile Check Deposit and more!!
________________________________________________________________________
R. L. JOHNSON TAX SERVICES
513-367-0145
We offer year round tax service. Our professional staff will provide personal tax advice tailored to each taxpayer's needs, from the individual tax payer to the small business. Each tax payers' situation is unique requiring personal interaction to provide the most complete and accurate return.
Newsletters
-
HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
-
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
-
Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
-
Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.