Planning matters

Celebrating 40 Years in the Community

In 1983, Deborah F. Johnson, MS, CFP®, started her financial planning career. A key reason the profession was attractive to her way back then still resonates with the financial planners at Johnson Bixby today ― because it combines the use of deep technical knowledge together with building relationships. We have the benefit of helping clients achieve…

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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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