JOHNSON FINANCIAL, INC.
JACKSONVILLE, FLORIDA

Johnson Financial, Inc., an independent financial services firm established in 1981, operates under a legacy of providing expert financial planning with an emphasis on comprehensive client service. Based in Jacksonville, Florida, the company was incorporated on August 11, 2005, and is listed under Filed Number P05000111835 as a Domestic Management Company (DOMP). It has built a reputation for personalized attention through its commitment to advising clients through all of life's financial transitions. Vice President Marcus Johnson, a sixth-generation Arizonan with extensive technical expertise in portfolio management and comprehensive financial planning, is one of the firm’s key leaders. He is a CERTIFIED FINANCIAL PLANNER™ with FINRA licenses (Series 7, Series 66) and additional credentials in life, disability, and variable annuities. His education includes a certificate from Boston University and a Finance degree from Brigham Young University's Marriott School of Business. Marcus actively contributes to the community in various roles, such as serving on the Boy Scouts of America executive board, leading Rotary-Tempe South Club, and fulfilling ministerial duties within the LDS Church. Lynn, another significant figure at Johnson Financial, obtained her CFP designation in 1991 and is revered for her dedication to financial literacy and philanthropy. Debra A. Johnson, who serves as President, brings more than seventeen years of experience from the securities industry and has been instrumental since its early days. She ensures smooth operations across all office functions. Johnson Financial prides itself on being a fee-based practice that values transparency and straightforward fees based on account percentages agreed upon in advance. The firm's advisors operate independently of banks or broker-dealers, allowing them to offer unfettered advice tailored to client needs without restricting investments or services. Clients are encouraged to establish financial plans with Marcus or Phil Johnson for both short-term and long-term goals, facilitated by consistent communications through phone or direct meetings. This independent structure positions the firm well to coordinate with other professionals, including accountants or estate planning attorneys, providing clients comprehensive support networks. Located at 7945 Pine Lake Road in Jacksonville, Florida, with contacts available at (602) 242-4000, (800) 735-4102, and (602) 636-2500, Johnson Financial maintains its mission to serve through generations underpinned by a history that traces back to pioneering technological applications for retirement projections. Learn more about their services by visiting their website at [johnsonfinancial.com](http://www.johnsonfinancial.com).