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!!
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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
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
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ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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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.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.