At Simply Stated Retirement Solutions, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
Priscilla Johnson Insurance Professional
Jay Johnson Financial Advisor
Take Control of
Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:
Insurance products are offered through the insurance business Simply Stated Retirement Solutions. Simply Stated Retirement Solutions is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Simply Stated Retirement Solutions are not subject to investment Advisor requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal.
Come Meet with Us
To learn more about Simply Stated Retirement Solutions or to schedule a no-obligation meeting, contact us today!
By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.