Tim Johnson Associates
Insurance Agency
Why pick this one
Tim Johnson Associates specializes in retirement income planning, including guaranteed income annuities and sequence-of-returns risk strategies, with firm roots dating to 1949.
Best for
- Individuals nearing retirement who need a predictable income plan
- Retirees concerned about sequence-of-returns risk
- Clients seeking guaranteed lifetime income strategies
- Retirees wanting investment buckets for near-term income and long-term growth
- Families planning tax-free generational wealth transfers
- Clients evaluating long-term care and extended care costs
Look elsewhere if
- People seeking routine property, automobile, or other general insurance transactions
- Clients seeking only short-term insurance purchases rather than retirement-income or financial planning
Specialties
- Retirement income planning
- Guaranteed income annuities
- Sequence-of-returns risk planning
- Stop-loss portfolios
- Family legacy and generational wealth planning
- Extended care and long-term care solutions
Certifications
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Investment Advisor Representative
What makes them different
- The firm traces its origins to 1949, when Tim Johnson's father started the firm.
- Tim Johnson specializes in no-market-risk retirement income planning.
- Retirement plans use investment buckets separating near-term income needs from long-term growth assets.
- The firm offers stop-loss portfolios and guaranteed income annuity strategies.
- Investment advisory services are offered through Virtue Capital Management, LLC, a registered investment advisor.
Distilled from this business's own website.
Contact & Location
- Address
- 588 Executive Pl Ste 102, Fayetteville, NC 28305-5187
- Phone
- 19104857166
- Website
- https://www.timjohnsonassociates.com
- tljclu@aol.com
Services
- Asset protection
- Retirement and financial planning
- Investment advisory services
- Family legacy planning
- Extended care planning
- Social Security claiming guidance
- Safe-money retirement strategies