Lea Smith Johnson, CFP^®

Wealth Management Approach- As an investor, your financial needs are complex. Market volatility necessitates careful allocations and diversification specific to your situation. The greatest service Triple Crown Wealth can bring to you is to enable you to help you clarify, articulate, and actualize your goals in life. Improving your quality of life is our purpose. Your needs come first and by listening to you first and gathering your information a comprehensive and proactive strategy for your personalized retirement planning, customized portfolio management, inter-generational estate planning, coordinated income tax strategies, and wealth preservation is developed. You have a personal advisory relationship to create your strategies and deliver personalized solutions for accumulating, protecting, and transferring wealth while using your wealth to provide an income stream throughout your retirement. Build wealth, provide independence, and discover your life’s purpose. Empower your personal decisions based on knowing the core of who you are and obtain your long-term security for your family. Our office promises to work every day to become your advisor and financial steward. Please contact us to hear more about our planning design.

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Government & Military, Limited Partnerships, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Identity Theft, Real Estate, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances