Planning matters

Unlock the Mysteries of Your Pension Plan

Unlocking the Mysteries of Your Pension Plan   Do you understand how your pension plan works and the value it brings to your overall retirement picture? Join the Johnson Bixby team of retirement planning experts at 4 p.m. on Wednesday, June 22, for a Ripple Event on Unlocking the Mysteries of Your Pension Plan. Topics…

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Meet the Planner: Amanda Reynolds, CPA, CFP®

Our approach to Financial Planning includes building a relationship with our clients so we can help you navigate life’s opportunities and transitions. In our next Meet the Planner video we meet Amanda Reynolds, CPA, CFP®, one of our financial planners here at Johnson Bixby.

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Meet the Planner Series: Patricia Spies®

An important part of our holistic approach to Financial Planning is getting to know you and developing a relationship so we can help you with opportunities and life transitions as they come. We’re also excited for you to get to know us better in the process. Meet Patricia Spies, CFP®, one of our financial planners…

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Have You Signed Up for Our Client Portal?

Get Started with Advizr We’re excited to introduce a resource that makes it easier for you to view, organize and manage your financial life all in one place – our new client portal, Advizr. And your Johnson Bixby team is here to help you get started. The Advizr client portal is a complimentary, secure online…

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Gratitude and Greetings from your Johnson Bixby team

It’s been another interesting year and your Johnson Bixby team is full of gratitude and looking forward to 2022 with optimism and hope. We asked our growing team what they are grateful for in the past year and what they are hopeful for in the coming one. Here are our responses, along with a snapshot…

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