Creating a financial blueprint that will help guide you to the next step in your life.

Our Mission

 

Our mission is to help our clients enjoy peace of mind and financial security by making sure their resources are in alignment with their goals and objectives. We specialize in working with medical professionals and have a great understanding of their unique needs. We focus on developing and maintaining strong, long-term relationships with our clients based on performance, integrity and trust. We are committed to holding our client’s interests above our own, and work hard to uphold the highest standards of ethics and objectivity as we work to align their resources with their personal interests and lifestyle goals.

 

Who We Are

What would your future look like if you worked with a financial and insurance professional who had an intimate understanding of your situation, put his heart into what he did, and catered a plan to your family’s and business’s unique situation?

Our goal is to provide exactly that. We strongly believe in our clients’ financial futures and we want to help them clarify their planning concerns and work with them for many years to come. As seasoned professionals, we understand the unique concerns and busy schedules our clients face. Our mission is to help them get on track for the future and navigate the path toward their goals.

We aim to provide exceptional service that sets us apart not just from others in this industry but from any professional service they encounter.

Meet Our Team

Our Alliance

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As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Blaine works hand-in-hand with Nautilus specialists experienced in taxes, law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

Learn More About The Nautilus Group®

 
 

Our Difference

Not all insurance and financial professionals are the same. Choosing the right one for you can make a big difference in service, costs, and value. With the support of The Nautilus Group® and our other professional resources, we can provide you more options and greater flexibility to find the best coverage at the best price based on your individual needs.

Here are a few reasons why working with us benefits you:

  • Tailored solutions. We take the time to get to know you on a personal level so we can recommend more personalized solutions.
  • Long-term relationships. We strive to build close relationships with clients and serve them for many years. We’re not here to sell you something and then see you out the door. We want to be your resource and guide for insurance and financial information, needs, and questions.
  • Immediate access. We strive to be available at all times for clients. If there’s an emergency or they face a difficult decision, we want them to know they can reach us for assistance.

When you work with us, you don’t have to make sense of your options alone. You have an advocate to do the work for you, helping you understand your options and making recommendations that align with your personal or professional circumstances.

How We Impact You

We work with people who have achieved success throughout their careers. From their businesses to their families, there are many things that are important to them, and many things they want to protect.

Volatility and risk factor into everything in life – and financial services are no exception. Our goal is that you will never feel worried or uneasy about your future. We go beyond the conventional financial and insurance services and provide you with an additional benefit: peace of mind.

Through a hands-on process, ongoing education, and comprehensive services, we help you understand the how and why behind your financial strategies, so you can feel confident knowing you’re on the right track. When you are comfortable with your financial future, then we know we’ve truly made a difference for you and your family.

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It starts by taking the time to get to know you and your family, to understand your interests, goals, needs, and fears. Once we develop a clear understanding of your concerns and objectives, then we dive into the numbers.

We run an analysis and projection of your personal and business financial situation, and from there, we can explore the opportunities available to achieve your goals.

Throughout this process, we collaborate with your other advisors and professionals, including your attorney and CPA, to help you implement your strategies and follow up on your course of action.

What We Do

We work closely with our clients to develop financial strategies designed to help them build and preserve their wealth for their family and their business. Our services include:

  • Insurance
  • Retirement Planning
  • Estate Planning
  • College Planning
  • Charitable Giving
  • Business Strategies
  • Succession Planning

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Resources

Nautilus Navigator

The Nautilus Navigator

Tax Strategy

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Retirement Savings

Retirement Savings Thumbnail

Get Started Now

 

It can be intimidating meeting with a new person and sharing the intimate details of your financial life, your retirement dreams, and your investment fears. But there’s no time like the present to take the first step toward a brighter financial future.

In an industry that can seem confusing and full of jargon, our goal is to use understandable concepts and everyday language to simplify the complex. From the moment you walk into our office, we want you to feel comfortable and at ease as if you’re meeting with an old friend.

We strive to make it easy to start the process. With every new client, we begin with a no-obligation consultation. During our meeting, we’ll take the time to get to know each other and determine how we can assist you in articulating and prioritizing your financial goals and dreams.

To receive your complimentary consultation, call our office at 916-781-7493 or email bkjohnson@ft.newyorklife.com.

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