What We Do and How We Can Help


What We Do and How We Can Help

By Blaine Johnson, LUTCF®, CLTC®

Many people assume that only those who have mismanaged their money are stressed about finances. However, even the most successful and hard-working individuals, including physicians, executives, and business owners, still worry about their financial future.

With more than a decade of experience serving this distinct niche of people, I understand the stress and concern that can come with facing financial decisions. After working hard throughout your career to build your wealth, you want to make sure it works hard for you in return when you retire and when you want to leave a legacy 

What We Offer

Our firm specializes in helping pre-retirees and those in retirement with their many financial and insurance needs. Our clients are smart individuals who want to plan ahead for their future, provide for their family, and retire on their terms.

We aim to solve our clients’ problems through comprehensive services, including capital accumulation, asset and income protection, retirement planning, income tax planning, estate planning, business succession, and charitable gifting. By guiding you through these services, we can help you address your many financial questions and create a strategy that can help you and your family feel more confident in your future.

By taking a global approach, we focus on getting to know you and your needs before diving into the numbers. This allows us to craft strategies that align with your circumstances and can help you pursue your objectives. Proactive in our monitoring and updating, we track your progress and make adjustments as needed to keep you on target.

How We Can Help You

Beyond serving as financial professionals and insurance agents, we serve as an educator and guide for our clients. They know they can reach us when they have a question and they can feel confident knowing we will answer them truthfully based on their specific objectives.

Ultimately, we want you to eliminate stress and uncertainty and replace those emotions with confidence, greater certainty, and clarity. Our mission is to provide you with a strategy you can use to help you enjoy your desired lifestyle. While volatility and risks are a factor in everything in life (and financial services are no different), our goal is that our clients never feel worried or uneasy about their plan.

You shouldn’t just have a financial plan; you should also be able to understand the how and why behind it and be able to articulate your strategies to your friends and family. When you feel comfortable and confident with your financial strategies, then we know we’ve truly benefited you and your family.

Why Clients Choose Us

Many factors set us apart from other financial professionals, but we believe there are three main reasons why clients choose to work with us. For one, we believe in creating personalized solutions for every client. There is no “one size fits all” when it comes to protection. We find the policies that work for you and for the greatest value.

Second, we take the time to build close relationships and understand your needs, typically working with our clients 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.

And third, we strive to be available at all times for our clients. If there’s an emergency or they face a difficult decision, we want them to know they can reach us for assistance.

Getting to Know Us

Are you a pre-retiree or retiree seeking a higher level of service and care? Let’s get to know each other a little more to see if we’d be a good fit for each other. We provide everyone with a no-strings-attached consultation to evaluate your current strategies and determine opportunities for improvement. Get in touch by calling 916-781-7493 or emailing bkjohnson@ft.newyorklife.com.

About Blaine

Blaine Johnson is an agent with New York Life Insurance Company and a financial professional with nearly a decade of industry experience. He specializes in providing financial and insurance services for pre-retirees and retirees including physicians, executives, and business owners. By focusing on a particular clientele, he can provide a customized approach that responds directly to the specific needs of clients. He is a Life Underwriter Training Council Fellow and holds the Certified Long-Term Care designation. Based in Roseville, California, he works with clients throughout Sacramento and the Bay Area, as well as Southern California, Arizona, Nevada, Florida, Texas, Oregon, and Washington.

Blaine Johnson, CLTC®, LUTCF®, is a Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency, 2999 Douglas, Blvd Suite 350, Roseville, CA 95661 (916) 781-7493. The Nautilus Group® is a service of New York Life Insurance Company. New York Life, its member agents or employees may not give legal, tax or accounting advice; everyone should seek and rely upon the counsel of his or her own professional advisors. California Insurance Lic. #0G27275.