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David Johnson Company

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David Johnson Company

Mission statement:

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Overview:

THE MOST IMPORTANT THING IS TO DEFINE YOUR GOALS

Retiring comfortably to me includes the ability to travel. A lot.

You can easily decide if your future includes traveling all across the world, or if it's just simply retiring somewhere where the weather is perfect all year round. But, having those goals in mind now can help you achieve the financial security you'll need when it's time.

I'm dedicated to being happy in my retirement.

Wouldn't we all? Finally, you can have the future you want without the worry of what tomorrow is going to hold for you financially. David Johnson Company is dedicated to helping you achieve all of your future hopes and dreams with ease and comfort.
ABOUT DAVID

David Johnson helps individuals and businesses create strategies to produce more options for dealing with life’s challenges and be in a position to take advantage of life’s opportunities.

It can be difficult to overcome rising inflation and taxes, unexpected life events and destructive financial myths without having clarity and a purpose on your financial journey. In today’s economic landscape, there is an overload of information available on the internet and television that often confuses people and impedes their objectives.

His goal is to educate clients so they are well informed and able to make sound financial decisions for themselves. By working together to completely understand their financial situation, David helps his clients optimize their wealth and work toward achieving their financial dreams.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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