JOHNSON FINANCIAL, INC.
JACKSONVILLE, FLORIDA

Arizona Business Gazette A sixth generation Arizonan, Marcus is Vice President of Investments and an advisor at Johnson Financial. He brings technical expertise and a fresh perspective to the financial planning profession. He specializes in portfolio management and comprehensive financial planning. Marcus is a CERTIFIED FINANCIAL PLANNER™ and has FINRA licenses (Series 7, Series 66) as well as life, disability, and variable annuity licenses. He earned a certificate in financial planning from Boston University and graduated in Finance from the Marriott School of Business at Brigham Young University. Marcus is active in the community serving on the Boy Scouts of America executive board, has served as President of the Rotary-Tempe South Club and currently as a minister, serving as a Stake President in the LDS church. He also enjoys speaking to community groups about financial literacy. He is fluent in Spanish and enjoyed serving a two-year service mission for the LDS Church in Mexico. Marcus and his wife, Alexandria, are members of the ASU President's Club and are the parents of three boys. Lynn has been involved in the business since its beginnings and earned her CFP designation in 1991. She is active in community causes and is frequently asked to speak regarding money management and the importance of women becoming financially literate. Passionate about philanthropy, Lynn encourages individuals and families to support worthy causes and to consider charitable gifts when doing estate planning. She and Phil are the parents of four children and 19 grandchildren. Debra has over seventeen years of client service experience in the securities industry. She enjoys getting to know each client and assisting them in any way. She is key to making sure all office operations flow smoothly. When JFA was founded in 1981, it was an exciting moment when Phil ran his first retirement projections on an Apple II desk-top computer—something that was a “luxury” for most business offices. We still have clients from those early years! I Phil and Marcus and their staff have witnessed firsthand that proper financial planning has a powerful impact on individuals and families as they go through life’s transitions. Now we are serving many of the children and grandchildren of those early clients! We feel it an honor to continue to serve our clients, even after they have passed away, as we assist their heirs. As an independent financial services firm, we are focused on your best interests. We are unlike banks and most broker-dealers who limit the services and investments that their representatives can recommend. Unlike some larger firms, you can phone or meet with Phil or Marcus as often as needed. Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it's easier to make financial decisions and stay on track to meet your goals. Some people decide to do their own financial planning, but you may want to seek help from a Certified Financial Planner™ professional if you: Working with Phil or Marcus can give you confidence that you have an adviser who cares about you, your family, and protecting your wealth. Phil's 35 years of industry experience have given him a proven lens on financial affairs. Marcus has a fresh perspective while maintaining the discipline that has helped our clients for decades. Our fees are straightforward and in our no-obligation appointment, we will quote you in our no-obligation meeting for the services we can provide. Our goal is to make you aware of all options and associated costs. We are happy to answer any questions you have. – We are a fee-based practice. The fee is taken directly from the account and is based on a percentage of the account. Fees and charges are agreed upon in advance. Would like us to coordinate with other professionals, such as their tax preparer, accountant or estate planning attorney. We can also provide referrals for those services. Johnson Financial has been operating since 1981. It is a multi-generation business with plans to perpetuate for generations to come. When working with JFA, you can expect expertise, professionalism, and personalized service. What value does a financial advisor provide? Financial planning is a collaborative relationship where both the client and the advisor work together. As financial planners, Phil and Marcus help individuals and families identify their objectives, define their dreams, develop a plan to help them get there, and then track their progress along the way. Not only are they a "financial coaches," but they work with other specialists as needed to make sure that all financial areas are coordinated and monitored. Working with an advisor may help you: when selecting investments, considering loans, or making any significant financial decisions. Help you work towards goals such as insurance, reducing your taxes, and making sure you have the proper estate planning tools in place. Provide honest and complete data. Help client have realistic expectations. Arizona Business Gazette A sixth generation Arizonan, Marcus is Vice President of Investments and an advisor at Johnson Financial. He brings technical expertise and a fresh perspective to the financial planning profession. He specializes in portfolio management and comprehensive financial planning. Marcus is a CERTIFIED FINANCIAL PLANNER™ and has FINRA licenses (Series 7, Series 66) as well as life, disability, and variable annuity licenses. He earned a certificate in financial planning from Boston University and graduated in Finance from the Marriott School of Business at Brigham Young University. Marcus is active in the community serving on the Boy Scouts of America executive board, has served as President of the Rotary-Tempe South Club and currently as a minister, serving as a Stake President in the LDS church. He also enjoys speaking to community groups about financial literacy. He is fluent in Spanish and enjoyed serving a two-year service mission for the LDS Church in Mexico. Marcus and his wife, Alexandria, are members of the ASU President's Club and are the parents of three boys.